Fast Track Retirement PlanningCode: 25-FASTRACK

Price: $159.00
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Course Details

376  pages

Course description and objectives:

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.

 

Presentation Method:  Self-Study

 

Category:  Taxation  

 

CPE credit:  17 Hours  

Program Level:  Update

Prerequisites:  None

Advance Preparation:  None

Presentation Method:  Self-Study

Exam expiration date:  Participants must submit exams for grading within one year from the date of purchase

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Good overview - very comprehensive
Comprehensive overview of retirement planning - the needs, strategies and terminology are helpful.
Wendy Raffaeli
02/05/2024
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Fast Track Retirement Planning-15
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D.K. CA
10/28/2015
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Fast Track Retirement Planning-15
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R.Y. CA
08/17/2015
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Fast Track Retirement Planning-15
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L.M. SD
06/29/2015
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Fast Track Retirement Planning (24 CPE Hours) 2012-13
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M.S. NY
01/01/2015
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Fast Track Retirement Planning-15
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R.N. OK
12/05/2014
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Fast Track Retirement Planning-15
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H.S. Zuerich
11/17/2014
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Fast Track Retirement Planning-15
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B.H. CA
11/03/2014
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Fast Track Retirement Planning-15
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R.B. CO
10/24/2014
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For more information regarding refunds, complaints, or cancellation policies, please contact our offices at 817-477-0222.

American CPE, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org

 

NASBA QAS Sponsor number 108096