DAC 2016: Mastering Retirement Income Layering Critical to Your Value Proposition

There’s the old way of doing retirement income planning: how to spend every last dime before you die. (Not very precise, given that we can’t usually pinpoint the day.)  Good thing there’s the new way:  retirement income averaging and layering.

Alan Rowell, MFA^TM, DFA-Tax Services Specialist^TM, will show top advisors how to do it at DAC this November 6 – 9 in San Diego.

The key ingredient? It’s tax efficiency. This is something The Accounting Place, a proud sponsor of the Distinguished Advisor Conference, knows a lot about. Alan is not only the founder of The Accounting Place, but is also a Master Instructor with Knowledge Bureau.

How much is enough to be comfortable in retirement? Your clients demand a definitive answer, and yet the number is different for everyone. “A tax-efficient retirement income plan that will provide clients with the results to meet their long-term goals, is shifting with new tax policies, brackets and rates,” says Rowell. “As wealthy boomers retire with inheritances from their parents and look for the best way to steward and transition their wealth to their adult children, it’s important that you employ all the tools you need to help them achieve their dreams, after-tax.”

“This is about what you and your heirs keep,” says Evelyn Jacks, President of Knowledge Bureau. “We are looking forward to thinking afresh about this important topic with Alan, November 6 – 9 in San Diego, California.  He will join 18 leading speakers addressing the theme, Soar Higher: Plan for your Greater Potential.”

Most astute advisors know they require a deeper knowledge of tax tactics and strategies in retirement income planning. Tax efficiency protects against financial market volatility and lackluster returns, which are diminishing those important retirement assets.

According to Alan, “It’s important to understand the link between a well executed retirement income plan and a significant, intact legacy plan for heirs.”  He goes on to note, “You really can’t do an estate plan unless you do the retirement plan really well; and, when you do it right, the result is a hedge against the erosion of wealth in both retirement and at death.”

The added benefit? Advisors who understand tax-efficient retirement income planning will invest in building capacity in their practices for a much demanded service that is difficult to find in the marketplace.

You can plan for your greater potential for assisting clients with Tax-Efficient Retirement Income Planning. RSVP now for DAC to learn more from Alan as he shares case studies and discusses how:

• Early planning for tax-efficient retirement income leads to an integrated retirement, succession and estate plan.
• To layer various sources of income in retirement to create financial security, while minimizing tax risk and adding investment performance points.
• And why proper planning will facilitate a continued accumulation, growth and preservation opportunity despite the required withdrawals.

The 2016 Distinguished Advisor Conference is a must-attend for advisors who want to beat their personal best and challenge themselves out of their comfort zones. This year’s agenda has been designed for the Top Guns of the financial industry, and it’s not just about Extreme Education . . . but also about Extremely Fun Networking! The DAC provides up to 15 CE/CPD credits from Knowledge Bureau, IIROC and Insurance Councils, and is limited to 200 delegates.

For more information, visit www.knowledgebureau.com/dac or call toll free 1-866-953-4769 for personal assistance.

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