Dealing with the pension and IRA issues of the more than 76 million
baby boomers nearing retirement will be the subject of a day-long
seminar by The American College.
The seminar,
called "Competitive IRA Strategies-The Edge You Need," will be held
November 7, from 8 a.m. to 5:30 p.m., at the Westin St. Francis hotel
in San Francisco. The seminar is part of a series of events leading up
to the college's 2006 commencement ceremony.
"Financial
advisors will have to compete for baby boomer clients in the coming
years," said Larry Barton, president and CEO of The American College in
Bryn Mawr, Pa. "Those advisors who have invested in education will have
the knowledge needed to provide affluent baby-boomer clients with
strategic financial solutions."
The seminar will
focus on strategies for clients who have accumulated significant
pension assets, including the tax treatment of pension distributions
and IRA rollovers, investment and withdrawal strategies during
retirement and estate planning issues.
Among the other topics:
Increasing a client's nest egg just before retirement
Minimizing taxes upon withdrawal
Dealing with minimum distribution rules
Choosing a safe withdrawal rate
Identifying assets to spend down during retirement
Using insurance as a pension distribution-planning tool
Individuals
interested in registering for the event can visit the college's Web
site at www.theamericancollege.edu/edge/default.asp.
The all-inclusive fee for the
seminar is $299.