The Ultimate Guide to Retirement PlanningCode: 24-UGRP

Price: $399.00
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Course Details

707 Pages

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. This presentation integrates federal taxation with retirement planning. The course will examine tax and savings strategies related to determining retirement income needs, wealth building, capital preservation, and estate distribution. The result is a unified explanation of tax-economics that will permit the tax professional to locate, analyze, and solve financial aspects of retirement. Designed to improve the quality of services to clients and the profitability of engagements, this program projects the accountant into the world of retirement planning. This course will give the participant practice in analyzing problems, developing solutions, and presenting final personal retirement plans to clients. 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.


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


  • 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:  40 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


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The Ultimate Guide to Retirement Planning
Great course, over 700 pages. Very thorough
Frank DiRosa III
Verified Buyer
Frank DiRosa III, CPA, PC
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Good course comprehensive
Very comprehensive discussion of estate and retirement planning
Tim Burns
Verified Buyer
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