Fast Track Retirement Planning 2019
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47019
17.00
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 plan-ning is examined.
Additional Course Details
- Author: Danny Santucci
- Publisher: Ultimate CPE Editorial
- Course Level: Overview
- Pre-Requisites: General Understanding of Federal Income Taxation None
- Interactive: Yes
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