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DTSTAMP:20260926T122656Z
DTSTART:20261116T190000Z
DTEND:20261116T203000Z
SUMMARY: Smart Retirement Decisions: Timing\, Taxes\, and Benefit Optimization
DESCRIPTION: This is a rebroadcast from AICPA ENGAGE 2026. 

A holistic approach to the timing of retirement income and plan distributions can protect against longevity risk and minimize impact of income taxes. But what strategies you choose will be dependent on your clients' retirement goals. 

This session will focus on strategies for maximizing retirement income while minimizing impact on Medicare Income-Related Monthly Adjustment Amount (IRMAA) and income tax deductions. 

Presenters will focus on the alignment of Social Security\, Medicare\, retirement plan distributions and conversions\, and tax deductions into a unified retirement income strategy. 

Real-world case studies will give you a better understanding of the effects of certain retirement income decisions.
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