Menu

Managing Taxes on Retirement Income

Overview

In this PFP Section webcast, a tax expert discusses the tax implications and planning strategies for income sources that are often new in retirement.

This session will cover:

  • Social Security benefits - Tax implications and strategies for optimizing Social Security income
  • Pension income - Tax treatment of pension distributions and key planning considerations
  • Required minimum distributions (RMDs) - Rules, tax impacts, and strategies for managing RMDs from retirement accounts
  • Annuities - Taxation of annuity payments and strategies for managing annuity income
  • IRA and 401(k) withdrawals - Tax implications and strategies for withdrawals from traditional and Roth accounts
  • Part-time employment - Tax considerations for retirees who continue to work

    Prerequisites

    Basic knowledge of financial planning, retirement planning, estate planning, tax planning and investment planning

    Objectives

    • Analyze various types of retirement income and how they are taxed.
    • Apply decisions that can be made to delay or accelerate income to maximize tax brackets in specific years.
    • Distinguish how taxes get paid on different income sources and how to help clients avoid surprises at tax time.

    Highlights

  • Tax implications of retirement income sources
  • Planning strategies for retirement income

    Register Now

    Materials are generally available 3 days in advance of an event. Once you have downloaded the manual, we are unable to cancel your registration.

    • Event Code:

    4900213

    1.5 CPE Credits
    Specialized Knowledge and Applications: 1.5 Credits

    Registration

    Member Price:
    $99
    Non-member Price:
    $118

    Registration is open through 05/14.

    Wednesday, May 14th

    2:00pm to 3:30pm

    Add to Calendar

    Instructor

    Steven Jarvis

    Related Courses

    Cryptocurrency 15 Years Later - A Market Update

    May 12, 2025

    1 Credits
    Details
    Long-Term Care Insurance: Make the Switch

    May 13, 2025

    1 Credits
    Details
    Surgent's Marijuana: A Generalized Business Viewpoint

    May 16, 2025

    2 Credits
    Details
    © 2025 Kentucky Society of Certified Public Accountants. All Rights Reserved. Contact Us