470021T 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 Time Retirement Planning 2016
  • Author: Danny Santucci
  • Publisher: ACCPE Editorial
  • Course Level: Overview
  • Pre-Requisites: None
  • Interactive: Yes
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