Course Overview

Description: This webinar discusses several strategies to build tax efficient distributions in your client’s retirement. The webinar will include a discussion of current tax brackets and capital gain rates and how they impact tax and retirement planning.

Topics will include:

  • Backdoor Roth
  • Net unrealized appreciation (NUA) of company stock
  • Roth conversion planning
  • The tax interplay between different income sources (social security, capital gains, IRA and tax exempt)

The webinar include examples illustrating tax return results of various strategies.


Learning Objectives/Outcomes: 

  1. Understand highlights of the Secure and Care legislation and the impact on retirement planning.
  2. Discuss tax and retirement planning benefits of HSA accounts.
  3. Review taxation of Social Security Benefits
  4. Understand 2020 tax brackets and capital gain rates under for each filing status.
  5. Overview of retirement tax strategies such as Roth conversions and NUA.


Instructor: Nancy Freeman


Principle Knowledge Topic: Tax Planning


Credits: 1