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: Ultimate CPE Editorial Staff
- Course Level: Basic & Intermediate Overview
- Pre-Requisites: General Understanding of Federal Income Taxation None
- Interactive: Yes
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