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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