Retirement: Distribution Planning

Overview

This course looks at how the retirement arena has changed in recent years. It examines why the emphasis among a large segment of the population has now shifted to the distribution phase of retirement. It also discusses the strategies that can be used to maximize income during this life stage.

Learning Objectives

Students who successfully complete this course will be able to:

  • recognize why increased longevity and continued employment are reshaping traditional notions about retirement
  • demonstrate an understanding of how changes in retirement plans and Social Security have weakened many retirees’ financial security and changed the focus of retirement planning
  • articulate why increased attention is now focused on the distribution phase of retirement planning
  • identify the order in which assets are typically withdrawn during retirement and how taxation influences the order of distributions

Designed for

Retail, Investment Advisory

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