Retire up: Reinvent your retirement overseas
海外退休是一种策略,可以帮助你的客户实现他们的退休梦想, 包括提前退休,在有限的收入下退休.
Format
Webcast
Date
Aug 20, 2024
NASBA Field of Study
Specialized Knowledge
Level
Intermediate
CPE Credits
1.5
Instructor
Lief Simon, Kathleen Peddicord
Availability
3 months
Product Number
WC4558673
Considerations for retirement overseas
我们将详细介绍您的客户在退休后成功移居海外时需要考虑和计划的因素.
Topics covered include:
- Residency
- Health care
- Taxes
We'll also discuss banking, 行政和财务方面的考虑——既要考虑搬迁的资本成本,也要考虑享受富裕带来的持续成本, fulfilling retirement in another country.
*This event is CFP-eligible.
Key Topics
- How to plan a successful retirement overseas
- The residency, health care, taxes, banking, administration, and financial considerations when retiring overseas
Learning Outcomes
- 确定退休后在海外的经济和个人利益.
- 确定你的客户在海外退休是否有意义.
- 确定如何与你的客户达成战略.
- 确定成功退休后移居另一个国家所需的步骤.
Who Will Benefit
- Tax professionals who serve individual clients
- 188bet亚洲真人体育下载网址理财规划师和其他专业理财规划师
- Practitioners who provide tax, retirement, estate, investment, and/or risk management planning services
PCPS members save 20%:
结帐时需要提供优惠码以获得折扣价格. 促销代码和其他pps折扣信息可以找到 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!
Group ordering for your team
6+ registrants
We can help with group discounts. Email client.support@aicpa-cima.com
US customers call 1-800-634-6780 (option 1)
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