Managing Retirement Income: Smart Strategies for Maximizing Income | Lord Abbett

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Financial Advisor Education

Managing Retirement Income: Smart Strategies for Maximizing Income

Accumulating assets in IRAs and other tax advantaged retirement accounts is relatively simple, especially compared to the complex rules that govern withdrawals. As our population ages, and baby boomers retire, advisors will need to safely navigate the transition from the accumulation phase to retirement income.

This is an end-to-end presentation discussing distribution strategies covering the many tax advantaged retirement vehicles and the vast income options available for either the account owner and/or their beneficiaries.

KEY TOPICS DISCUSSED

  • Retirement income
  • Distribution strategies
  • Tracking and reporting IRA basis
  • Minimizing or delaying RMD strategies
  • RMD traps
  • Penalties for noncompliance
  • Strategies reducing RMDs
  • Roth 401(k) and IRA distribution and transfer rules
  • Gain a competitive edge to gain and retain assets
  • Your questions!

CE CREDITS

  • IMCA
  • CFP
  • PACE

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