Page 8 - IPI Educational Programs and Resources [2.16.20 Version]

Tax planning
Programs
Educational presentations for nancial professionals
The tax journey: Accumulation to wealth transfer*
Help clients make tax-ef cient decisions—from deferring taxes with IRAs and employer-sponsored flexible spending and health savings accounts to minimizing investment and wealth transfer taxes.
You’ll learn how to:
• Provide strategies for the three stages of the tax journey
• Consider taxes when creating an ef cient retirement income plan
• Strategize wealth transfer and educate clients about bene ciaries
* Approved for one hour of insurance, CPE, and CFP® continuing education credit in all states except Colorado, Missouri, Nevada, New York, Texas, Virginia, and Washington.
Hidden tax traps*
Using their 1040 tax form, see whether clients have cash that can be positioned for long-term growth. Potential tax liability from investments and strategies for tax-ef cient retirement income are also covered.
You’ll learn how to:
• Uncover client assets using the 1040 tax form
• Spot tax traps and avoid potential taxes in nonquali ed accounts
• Discover ways to create tax-ef cient income distribution plans for life
* Approved for one hour of insurance, CPE, and CFP® continuing education credit in all states except New York.
Tax-savvy strategies for affluent clients: Case studies in action*
This interactive program provides strategies and key things to know to help clients minimize taxes. It provides ways to have engaging client discussions.
You’ll learn how to:
• Create a withdrawal order of assets in retirement with taxes in mind
• Devise tax-ef cient income planning strategies that take into account Social Security, required minimum distributions, and tax brackets
• Manage tax consequences for bene ciaries
* Approved for one hour of insurance, CPE, and CFP® continuing education credit in all states except California, New York, Texas, and Virginia.
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Delaware Life Income Planning InstituteSM