Objective: To learn the tax and non-tax aspects of retirement planning.
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..
FAST-TRACK RETIREMENT PLANNING – 17 CPEs
$129.00 – $199.00
| Format | Paper/Manual Format – $199, Emailed Electronic PDF – $129 |
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