Tax-Efficient Strategies for Your Clients: Periodic Payments vs. Lump Sum

Bejan Shirvani
1
1
Main
5/7/2022
9:45 AM - 10:45 AM

Whether your clients are receiving funds from a property sale or legal settlement, they count on you to help them evaluate tax-efficient strategies and protect their funds from market volatility and overspending. Learn how to help your clients convert their lump sum into periodic payments to defer their tax liability and help protect their proceeds. In this session, we will discuss tax-efficient advantages of periodic payments versus a lump sum, how periodic payments can help fund a client’s retirement, and case examples in which clients were able to defer their tax liability.

Learning Objectives:

  • Learn how to help your clients convert their lump sum into periodic payments to defer their tax liability
  • Understand the tax-efficient advantages of periodic payments versus a lump sum
  • Determine how periodic payments can help fund a client’s retirement

This session is sponsored by MetLife.

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