Description
In this four-part, 4-hour narrated PowerPoint presentation, Tom Tillery will examine Key assumptions and risks, Modeling techniques, Taxation and income tax planning, and Integration with other areas of PFP.
Objectives
- Recall the definition of inflation.
- Calculate the required beginning date for an IRA distribution.
- Distinguish between longevity and mortality risk.
- Distinguish among the various models for financial independence.
- Identify the most appropriate security for a tax-qualified account.
- Identify gifts that are not tax-qualified.
- Recall the requirements of a qualified charitable distribution.
- Recognize a trust that provides asset protection for heirs.
Highlights
- Key assumptions and risks
- Modeling techniques
- Taxation and income tax planning, and
- Integration with other areas of PFP