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January, 2023 Issue of Retirement Insight and Trends

The January, 2023 free quarterly newsletter features articles on Tax-Advantaged Business Sales, Protecting Retirement With Special Needs Planning, Social Security Benefits Taxation and IRMAA

Articles in the January, 2023 Issue:

  • "Retire with More - Tax-Advantaged Business Sales" by Tiffany House, CAP®, CEPA, FCEP, Founder of Tax & Estate Strategy.
  • “Helping Clients Provide for Their Child and Protect Their Retirement with Special Needs Planning - Trusts, Benefits and ABLE" by Derek Graham, Partner, Resch, Root, Philipps & Graham, LLC.
  • "How Social Security Benefits Taxation and IRMAA Raise Marginal Tax Rates in Retirement by Greg Geisler, PhD, Clinical Professor of tax accounting at Indiana University-Bloomington 

Some of the topics covered in this issue:

  1. Be empowered to talk to business owners about tax-advantaged sale options; understand how various planning tools apply to different corporate structures; feel confident as an advisory team member when clients are ready to sell their business.
  2. Learn about the various government benefits that are available to persons with developmental disabilities; understand how a child with a developmental disability may be impacted when a parent elects to draw Social Security benefits; learn the strategies used to protect eligibility for various types of government benefits they may rely upon.
  3. For moderate income taxpayers: Identify when a taxpayer is in the SSBs Tax Torpedo range using two numbers from their tax return; determine their effective federal tax rate, which could be 40.7% or 49.95%, using one other number on their tax return; choose the appropriate accounts to withdraw funds from to limit the negative tax impact of the SSBs Tax Torpedo. For higher income taxpayers: Identify the amount of IRMAA “tax” you will pay next year based on two amounts on your tax return from last year; determine how much IRMAA “tax” savings you can achieve in two years by engaging in “income planning” this year; specific strategies to increase cash flow without increasing income are discussed.

1 hr CFP®, CRC® and other CE Credit Reporting

After passing exam, reporting for CFP®, CRC® and other CE credit is free.  After purchase you will receive an email with a token. Please redeem token to take this course. You will receive another email explaining where to enter your CFPand/or CRC® IDs.  You are responsible for reporting all other certifications for CE credit. 

Developed by: Retirement Resource Center (RRC)

Designed for: Advisors and Retirement Counselors

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Your satisfaction guaranteed: We know that you will be pleased with your purchase of this product. If, however, you are not completely satisfied notify us within 30 days of your purchase to receive a full refund of your fee, less any CFP® CE reporting fee for the course that was filed prior to cancellation.


January, 2023 Issue of Retirement Insight and Trends


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