470021-17 24.0

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.

Additional Course Details

  • Book Title: Fast Track Retirement Planning 2017
  • Author: Danny Santucci
  • Publisher: ACCPE Editorial
  • Course Level: Overview
  • Pre-Requisites: None
  • Interactive: Yes
   0 Review  |  Write a review

Available Options

* Course Format:
 

Write a review

Your Name:


Your Review: Note: HTML is not translated!

Rating: Bad           Good

Enter the code in the box below: