Tax Planning for Early Retirement: The Great Resignation

1 Credits: Taxes


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Tax Planning for Early Retirement: The Great Resignation

Course Level
CPE Credits

1 Credits: Taxes

Course Description

This insightful course, presented by Larry Pon, CPA/PFS, CFS, EA, USTCP, AEP, addresses the crucial topic of tax planning for early retirement amid The Great Resignation. As a significant number of U.S. workers opt for early retirement post-pandemic, understanding the tax implications of such a decision becomes paramount. This course equips participants with a thorough understanding of the various tax consequences associated with early retirement. It provides an in-depth analysis of retirement plan distributions, offering strategies for optimizing tax benefits. The course also covers the vital components of Social Security, providing essential knowledge for advising clients on the best time and approach to claim their benefits. Furthermore, healthcare considerations, an often-overlooked aspect of early retirement, are examined, ensuring participants are well-informed about all facets of retirement planning. This course is particularly beneficial for professionals advising clients in the midst of The Great Resignation, ensuring they are equipped with the latest information and strategies for effective tax planning in early retirement.

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Learning Objectives

Upon completing this course, participants will understand:

  • Understanding the Great Resignation
  • Retirement Plan Distributions
  • Social Security- what you need to know
  • Healthcare- what you need to know
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Course Specifics

Course ID
Revision Date
June 9, 2022


Advanced Preparation


Compliance Information

NASBA Provider Number: 103220
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-T-02026-22-O
IRS Federal Tax Law Credits: 1
CTEC Provider Number: 2071
CTEC Course Number: 2071-CE-1762
CTEC Federal Tax Law Credits: 1

CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board. CFP Professionals must take each course in it’s entirety, the CFP Board DOES NOT accept partial credits for courses.

CTEC Notice: California Tax Education Council DOES NOT allow partial credit, course must be taken in entirety. Western CPE has been approved by the California Tax Education Council to offer continuing education courses that count as credit towards the annual “continuing education” requirement imposed by the State of California for CTEC Registered Tax Preparers. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, by phone toll-free at (877) 850-2832, or on the Internet at

Meet The Experts

Larry Pon

Larry Pon is a Certified Public Accountant, Personal Financial Specialist, Certified Financial Planner, Enrolled Agent, United States Tax Court Practitioner, and Accredited Estate Planner in Redwood Shores, CA. Mr. Pon has been in practice since 1986 and enjoys helping his clients reach their financial goals. He frequently speaks on tax and financial planning topics to tax professionals, financial advisors, and the general public nationally. Mr. Pon received his BS in Business Administration with emphases in Accounting and Finance from the University of California, Berkeley and MS in Taxation from Golden Gate University in San Francisco.