This advanced session is designed for financial advisors ready to help clients address the complete risks of retirement. Explore today’s most pressing concerns - from rising taxes and legislative changes to stealth taxes and new regulations. This session gives advisors the tools and messaging to guide clients through uncertainty and build strategies that protect income, reduce taxes, and prepare for whatever happens in Washington in the years ahead.
Emerging Risks: Taxes, Legislative Change & Your Clients
one-time purchase
In this course, you’ll learn:
- The difference between Tax Risk and Legislative Risk - and why your clients need to prepare for both
- Five ways taxes can rise in retirement for your clients
- Why “stealth” taxes and fees like IRMAA could become an increasingly expensive problem for U.S. savers
- How to identify, quantify, and address your client’s retirement tax bill as part of the retirement planning process
- How much taxes are likely to rise in the years ahead - and what clients can do today to prepare
- How to leverage today’s top-converting tax messages into better lead gen, more appointments, and increased business