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CPE Event Information
Goodman Financial Seminar - Market Update and Tax and Investment Planning from ages 55-RMD Age
Event Code: HOZGF10L
Date: May 16, 2024
Location: Goodman Financial Corporation
CE Credit(s): 2.00
TSCPA Member Fee: $0.00
Market Update (1 CPE hour)
This presentation will provide insights into
what the current financial market environment looks like and provide some color
on what the future might hold.
Investment & Tax Planning
from ages 55 – RMD Age (1 CPE hour)
Transitioning from asset accumulation to
retirement distribution presents many opportunities and potential pitfalls.
This presentation will help you plan for and navigate for those years between
your 55th and 72nd birthdays. Some areas covered are pre-59.5 withdrawals,
required minimum distributions (RMDs), health insurance, Medicare, social
security, net unrealized appreciation (NUA), taxation at the 0% capital gain
rate, Roth conversions, asset allocation, tax-efficient distribution strategies
and more.
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