Fast Track Retirement Planning Mini Course ON DEMAND

Overview

As tax practitioners and financial professionals, the complexity and significance of effective retirement planning are ever-increasing. This course is designed to address the urgent need for maximizing tax-saving strategies for a comfortable retirement, both for you and your clients. You’ll confront and overcome common retirement planning pitfalls and misconceptions, learning to craft personalized retirement maps that align with client objectives and lifestyles. This course thoroughly explains the calculation of retirement income needs, determination of net after-tax Social Security benefits, and explores distribution options from IRAs and retirement plans. Special attention is given to the tax treatment of homes and businesses at retirement, encompassing buy-sell agreements and eldercare planning. By equipping you with these strategies, the course ensures you are well-prepared to navigate the intricate landscape of retirement planning, turning a challenging task into a rewarding opportunity.

Highlights

How much do you need to retire? Defining retirement. Determining retirement costs and income needs. Savings and assets. Social Security benefits and retirement planning. Retirement benefits. Total disability benefits, and more.

Prerequisites

None.

Designed For

CPAs.

Objectives

Recognize the importance of personal retirement maps to suit client objectives & lifestyles and summarize the basic guidelines of retirement planning, including common pitfalls and misconceptions of retirement. Determine retirement using the major levels of retirement and key questions that have financial and personal ramifications. Identify retirement costs and income needs of clients cased on their current budget, recognize tax savings strategies, and identify guidelines when purchasing investment assets.

Preparation

None.

Notice

None.