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
- Author: Danny Santucci
- Publisher: ACCPE Editorial
- Course Level: Overview
- Pre-Requisites: General Understanding of Federal Income Taxation None
- Interactive: Yes
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