NSA ConnectEd Winter Webinars

Event Information:

  • Tue

    Creating a Tax-Efficient Retirement Portfolio

    2:00 pm

    12/04/2018 2:00 pm-4:00 pm Eastern Time

    Most withdrawals from qualified plans, traditional IRAs, SEP-IRAs, and SIMPLE plans are taxed as ordinary income, so that a lot of retirement distributions equal large income due to the ordinary income tax treatment of these withdrawals. To make matters worse, as the amount of taxable retirement income increases, more of the Social Security income received (up to 85%) can be added to the gross income section of the Form 1040 and be taxed again. Many people approaching retirement do not consider the reduction of retirement income lost to income tax, requiring them to take out more and more income, which increases the tax even more. This webinar will highlight the tax rules of withdrawals and provide strategies for maximizing retirement income while minimizing the income tax impact of the distributions.

    IRS CE: 2 Hours/Federal Tax Law;
    NASBA CE: 2 Hours/Taxes

    Eric A. Smith, CFP, CLU, ChFC, CRPC, ATP


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