Fast Track Retirement Planning

Price: $152.15

CPE Credits: 17.0

Category: , ,

Course Number: TXFASTDS

retirement planning

Description:
We are all (including tax practitioners) getting older, and the need for effective retirement planning has never been greater. This course is essential for participants who wish to attain a comfortable retirement for themselves and their clients by maximizing tax saving strategies. Retirement income needs are calculated; net after-tax Social Security benefits are determined; and distribution options from IRAs and retirement plans are explored. Special consideration is given to the tax treatment of the home and business on retirement. Buy-sell agreements are discussed and eldercare planning is examined. Table of Contents

Delivery Method: QAS Self Study.

Level: Overview.

Prerequisites: General understanding of federal income taxation

Advanced Preparation: None

Author: Danny Santucci, JD

Publication Date: June 2018
Pages: 454

After completing this course, you will be able to:

Click here to view course objectives

 

Description:
We are all (including tax practitioners) getting older, and the need for effective retirement planning has never been greater. This course is essential for participants who wish to attain a comfortable retirement for themselves and their clients by maximizing tax saving strategies. Retirement income needs are calculated; net after-tax Social Security benefits are determined; and distribution options from IRAs and retirement plans are explored. Special consideration is given to the tax treatment of the home and business on retirement. Buy-sell agreements are discussed and eldercare planning is examined. Table of Contents

Delivery Method: QAS Self Study.

Level: Overview.

Prerequisites: General understanding of federal income taxation

Advanced Preparation: None

Author: Danny Santucci, JD

Publication Date: June 2018
Pages: 454

After completing this course, you will be able to:

Click here to view course objectives

 

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