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Postrecession Strategies for Boomer Retirement

Instructional MethodAdvanced PreparationProgram PrerequisitesField Of Study Interactive Self Study NONE NONE Accounting  Experience LevelCourse IDCPE CreditsAuthor Overview  CM-316 3 Colleen Neuharth McClain, CPA Postrecession Strategies for Boomer Retirement Course Description: ...Read more
  • Description
Instructional Method Advanced Preparation Program Prerequisites Field Of Study
Interactive Self Study NONE NONE Accounting 
Experience Level Course ID CPE Credits Author
Overview  CM-316 3

Colleen Neuharth McClain, CPA

Postrecession Strategies for Boomer Retirement

Course Description: 
This chapter sketches a profile of the generation represented by Americans born from 1946 through 1964: baby boomers. After an overview of how today’s middle-aged Americans are changing the stereotypes of the work world, personal lifestyles, and family home life, this chapter explores the possible—perhaps even probable—financial and lifestyle shortfalls boomers may encounter. The causes of the boomers’ dilemma, which are explored in Chapter 2—are many, and the approaches to prevent financial, emotional, and personal trauma will not be simple; Chapter 3 outlines the creative strategies this forceful generation will devise to deal with this first-ever long-lived, massive cohort. The Planning Resources at the end of each chapter offer helpful websites and other sources of information vital for forging ahead with the second half of life.

Who Should Attend: All CPA's

Learning Objectives: 
• Identify major educational, financial, and emotional aspects of the “typical” boomer in their planning for a productive and stable second half of life;
• Recognize the changes to the concept of careers and lifestyle brought about by women’s entrance and ascension in the American workforce;
• Recognize the revised needs and priorities of boomers as they progress through the second half of life; and
• Recognize the changes to the workplace, market, and service sector instituted by the surge of older Americans in our culture.
• Recognize how the higher retirement age for full Social Security benefits and less secure retirement plan benefits affect the success of boomers’ retirement; and
• Recognize what must be factored when calculating retirement financial needs.
• Recognize the advantages of entrepreneurship, second careers, and volunteerism against the traditional full retirement economics and lifestyle; and
• Recognize the regulations for and tax consequences of benefit payouts from retirement plans.


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