article thumbnail

Barbservations from Three Retirement-Focused Webinars

Money Talk

I recently attended three webinars related to retirement planning. One discussed required minimum distribution (RMD) rules, the second, retirement planning in general, and the third, the FIRE ( F inancial I ndependence, R etire E arly) movement. I watch about a dozen personal finance webinars each month.

article thumbnail

More Miscellaneous Insights From Recent Webinars

Money Talk

As I mentioned in three previous posts , I love learning new things and often attend webinars and podcasts to gain knowledge and/or continuing education credits for my CFP® and AFC® as well as to connect virtually with others. Alternatives to generate cash include savings that is not in a retirement plan (if any), employer assistance (e.g.,

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Family Office Tax Webinar Replay: Compensation Strategies

McDermott Will & Emery Employee Benefits

Taxes can have a significant impact on family offices, influencing decisions around structure, investing and overall planning strategies. McDermott’s Family Office Tax webinar series explores the latest trends and guidance on tax planning for family offices and identifies opportunities to optimize tax efficiency.

Taxes 84
article thumbnail

Financial Security and Happiness in Later Life: Reflections from Recent Webinars

Money Talk

I recently attended a number of webinars about retirement planning. Recovering Losses is Difficult - In one webinar, an example was given of stock originally purchased for $100 a share and sold in a panic at $66.66 The 4 L’s of retirement income optimization are Longevity, Lifestyle, Legacy, and Liquidity.

401(k) 177
article thumbnail

Webinar Replay: What to Know About SECURE 2.0

McDermott Will & Emery Employee Benefits

What do retirement plan professionals and participants need to know about the recently passed SECURE 2.0 Act of 2022? appeared first on EMPLOYEE BENEFITS BLOG. appeared first on EMPLOYEE BENEFITS BLOG.

401(k) 72
article thumbnail

Thirteen Miscellaneous Financial Nuggets from Recent Webinars

Money Talk

It’s that time again…time to recap “nuggets” from recent webinars and conferences that I attended. Below is a list, in no particular order, of insights, facts, and recommendations that stood out to me as being original, significant, and/or useful: New Definition of Retirement- The word “retire” does not necessarily mean “stop working.”

Taxes 187
article thumbnail

Webinar Replay: New Employee Benefits Requirements for Part-Time Employees, Independent Contractors

McDermott Will & Emery Employee Benefits

Provisions of the […] The post Webinar Replay: New Employee Benefits Requirements for Part-Time Employees, Independent Contractors appeared first on EMPLOYEE BENEFITS BLOG.