701 - Thriving in Your Oasis: Managing Withdrawals and Taxes as You Plan Your Own Retirement

This session will discuss key planning considerations across both the accumulation and documentation phases, including sequence of withdrawals across account types, RMDs, coordination with Social Security and Medicare, tax planning, and the role of inheritance planning and charitable giving in retirement and pre-retirement.

Speakers:

Liz Ann Kochneff

Alight Solutions

Mr Brian Young Boring

Ernst & Young

Philip Kim

Signature Wealth Concepts, LLC

Ruth E. Schau

Credits:

CPD Credit: 1.50 EA Core Credit: EA Ethics Credit: EA Non-Core Credit: 1.50 EA Formal Credit: 1.50