The Ultimate Guide to Retirement PlanningCode: 18-UGRP

Price: $229.00
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Course Details

717 Pages

This course is essential for participants who wish to attain a comfortable retirement for themselves and their clients by maximizing tax saving strategies. The course will examine tax and savings strategies related to determining retirement income needs, wealth building, capital preservation and estate distribution. The emphasis is on practical simplicity in dealing with the self-employed and highly compensated individual. 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.

OBJECTIVES:

To provide a tax and financial analysis of retirement income needs.

MAJOR TOPICS:

  • Asset Accumulation & Savings

  • Retirement Income Costs

  • Income Splitting & Tax Deferral

  • Wills and Trusts

  • Estate Planning

  • Asset Management

  • Retirement Goal Setting

  • Life Insurance

  • Buy-sell Agreements

  • Asset Protection

  • How Social Security Works

  • Myths and Pitfalls of Retirement

  • Medicare and Medicaid

  • Retirement Plan Distributions

  • Private Annuities

  • Social Security Benefit Determination

  • Retirement Plans

  • Elder Care

Presentation Method:  Self-Study

 

Category:  Taxation

 

CPE credit:  31 Hours  

Program Level:  Update

Prerequisites:  None

Advance Preparation:  None

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

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 addressed to:  National Registry of CPE Sponsors, 150 Fourth Ave. North, Nashville, TN 37219-2417.  Web site:  www.nasba.org

NASBA Sponsor number 108096

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