6642018T 3.00

We are all (including tax practitioners) getting older, and the need for effective retirement planning has never been greater. This mini-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 analyzed; Social Security benefits are determined, and distribution options from IRAs and retirement plans are explored.

Additional Course Details

  • Author: Danny Santucci
  • Publisher: ACCPE Editorial
  • Course Level: Basic & Intermediate
  • Interactive: Yes
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