The Dubious Dozen: The 12
Years at Retirement That Make or Break Your Golden Years
Course Description
This program will provide
participants with a strategic framework for tax planning implications and
possible consequences during the twelve years surrounding the beginning phase
of retirement.
Learning Objectives
- Illustrate how retirement distributions can be coordinated with tax brackets for the client's benefit.
- Demonstrate the benefits of social security optimization
- Examine the phases of retirement and cash flow management.
- Identify clients who may benefit from advanced tax planning strategies such as Roth conversions.
Presenters
Tracey A Gordineer, EA, CFP
Tracey has a decade of experience in the financial industry. She graduated from University of Georgia and went on to complete the Certified Financial Planner™ (CFP) program at Oglethorpe University. She recently completed her Master of Science in Social Work to support her passion for understanding the interplay between wealth, behavior, relationships, and emotions. Tracey is also an enrolled agent (EA) with the Internal Revenue Service. Tracey has completed the three-year program of the National Tax Practice Institute Fellowship through the National Association of Enrolled Agents (NAEA).
Tracey grew up in Atlanta and began her career in real estate. She later became a manager for a Fortune 500 risk management company. Desiring to provide comprehensive services for businesses and families, she transitioned into the tax, accounting, and investment management fields offering fee-only fiduciary advice to her clients. Having grown up working in several of her parents’ businesses and managing her own businesses, Tracey has gravitated towards working with other business owners to support their short- and long-term growth goals.
Tracey has a decade of experience in the financial industry. She graduated from University of Georgia and went on to complete the Certified Financial Planner™ (CFP) program at Oglethorpe University. She recently completed her Master of Science in Social Work to support her passion for understanding the interplay between wealth, behavior, relationships, and emotions. Tracey is also an enrolled agent (EA) with the Internal Revenue Service. Tracey has completed the three-year program of the National Tax Practice Institute Fellowship through the National Association of Enrolled Agents (NAEA).
Tracey grew up in Atlanta and began her career in real estate. She later became a manager for a Fortune 500 risk management company. Desiring to provide comprehensive services for businesses and families, she transitioned into the tax, accounting, and investment management fields offering fee-only fiduciary advice to her clients. Having grown up working in several of her parents’ businesses and managing her own businesses, Tracey has gravitated towards working with other business owners to support their short- and long-term growth goals.
Chris Hardy, CFP, EA AIF, ChFC, CLU, NTPI Fellow
Chris Hardy is the founder and Managing Member of Paramount Tax and Accounting, LLC based in Buford, Georgia, just outside of Atlanta. He has previously served on numerous Committees and Task Forces at NAEA including Public Awareness, Bylaws and Governance, Executive Committee, Membership Committee, Nominating Committee, Social Media Administration Committee, Affiliate Agreement Task Force, Board Self-Assessment Task Force, as well as serving as a Board member from 2017 to 2021. Chris also owns Paramount Investment Advisors, Inc. which is a Registered Investment Advisory firm that provides financial planning and wealth management services.
Chris Hardy is the founder and Managing Member of Paramount Tax and Accounting, LLC based in Buford, Georgia, just outside of Atlanta. He has previously served on numerous Committees and Task Forces at NAEA including Public Awareness, Bylaws and Governance, Executive Committee, Membership Committee, Nominating Committee, Social Media Administration Committee, Affiliate Agreement Task Force, Board Self-Assessment Task Force, as well as serving as a Board member from 2017 to 2021. Chris also owns Paramount Investment Advisors, Inc. which is a Registered Investment Advisory firm that provides financial planning and wealth management services.
Continuing Education
This course qualifies for IRS Continuing Education Hours. NAEA reports IRS CE on a monthly basis. If you have not received your CE Hours in your IRS PTIN Account by the end of the month after receiving the certificate, please contact NAEA at
education@naea.org. IRS Requirements for live webinars require at least 50 minutes per hour of attendance and answering 3 out of the 4 polling questions. For on-demand, you must watch the full video, answer the knowledge check, and pass the assessment with a score of 70% or above. No partial CE is offered.
Webinar Refund Policy
To request a refund, contact the NAEA education team via email at
education@naea.org. An NAEA education team member will review the request for a refund. If the refund request has been approved, the refund will be refunded on the same method of purchase. Live Webinars, also offered On-Demand will not be refunded.