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Maximizing Retirement Savings: Thoughtful Distribution Techniques


The lackluster performance of the markets, higher inflation, and increasing interest rates make retirement planning critical for retirees to ensure that their wealth will cover their needs.Get your clients ready for their golden years (bold)

Every day in the United States, 10,000 baby boomers turn 65 and will need to contemplate retirement. As a CPA financial planner and tax professional, are you ready to meet their needs?

Although financial planning for retirement often focuses on reaching wealth accumulation goals by the client’s projected retirement date, managing assets after retirement to maximize their longevity may be equally important.

Structuring a tax-efficient distribution portfolio and creating the optimal order for distributing the various retirement assets can substantially increase how long the assets will last and increase the sustainable withdrawal rate from the portfolio. This planning is particularly important for retirees whose portfolios have been depleted by poor market performance.

In this webcast, Bob Keebler, CPA/PFS, will cover the following topics:
– Which assets to include in the distribution portfolio
– The effect of taxes on asset allocation
– The order in which assets should be withdrawn from the distribution portfolio
– Managing capital gains and dividends, including loss harvesting
– Managing tax brackets
– Managing Social Security benefits
– Tactical income tax planning with defined benefit plans, tax-deferred annuities, and net unrealized appreciation
– The power of tax deferral
– Roth IRA conversions and their optimal implementation

### PCPS members save 20%:
A promo code is required during checkout to receive the discounted price. Promo codes and other PCPS discount information can be found [here]( Not sure if your firm is a member? Send an [email] ( and we’ll get right back to you! Or, [learn more]( about PCPS membership!

Learning Objectives

•Apply Asset location and Bracket management strategies.

Major Topics

*Asset location

Course Level
Professional Area of Focus
Personal Financial Planning
CPE Field of Study
Specialized Knowledge
Who Should Attend

tax professionals who serve individual clients

Robert Keebler

Basic knowledge of financial planning, retirement planning, estate planning, tax planning, and investment planning

Advanced Preparation


Online – AICPA Platform
Event Information
Aug 1, 2022
1:00 pm - 3:00 pm EDT
Online – AICPA Platform
Total CPE Credits
Webcast Replay


$ (% off)


$ (% off)
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Maximizing Retirement Savings: Thoughtful Distribution Techniques

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