Fast Track Retirement Planning ON DEMAND
Available Until
Your Desk
3.0 Credits
Member Price $364.00
Non-Member Price $419.00
Overview
This essential course is designed for professionals seeking to enrich their retirement planning acumen, both for themselves and their clients. Featuring in-depth analysis of retirement needs, Social Security benefits, and IRA and retirement plan distributions, this course offers substantial benefits. Participants will gain the ability to accurately determine retirement costs and income needs, select effective tax-saving strategies, and understand the intricacies of Medicare and various retirement income sources. By covering key aspects of annuities, rollovers, and estate planning tools, this course empowers tax professionals with the knowledge to navigate the retirement planning landscape confidently, ensuring a comfortable retirement for themselves and their clients.
Highlights
Fast track retirement planning. Assets. Social security. Distributions from retirement plans. Estate planning.
Prerequisites
None.
Designed For
CPAs, financial professionals, enrolled agents, and attorneys.
Objectives
Identify the basic guidelines of retirement planning noting the ten misconceptions of retirement, and specify retirement based on key questions. Determine retirement costs and income needs of clients based on their current budget, select tax savings strategies, and identify basic guidelines to use when purchasing assets to attain financial independence. Recall the qualifications for Social Security retirement & disability benefits, specify a client’s retirement benefits, and determine the difference between Medicare Part A and Medicare Part B. Identify basic types of qualified corporate plans noting other sources of retirement income such as SIMPLE plans and individual retirement accounts. Determine the difference between annuity payments and lump-sum distributions, specify key components of rollovers, premature distributions and required distributions, and identify nonqualified deferred compensation. Cite the benefits, uses, and types of life insurance, and specify how three basic estate planning tools can be incorporated into tax practice.
Preparation
None.
Notice
None.
Leader(s):
Leader Bios
Danny Santucci, Western CPE
Danny Santucci, BA, JD, is a prolific author of tax and financial books and articles. His legal career started with the business and litigation firm of Edwards, Edwards, and Ashton. Later he joined the Century City entertainment firm of Bushkin, Gaims, Gaines, and Jonas working for many well-known celebrities. In 1980, Danny established the law firm of Santucci, Potter, and Leanders in Irvine, California. With increasing lecture and writing commitments, Danny went into sole practice in 1995. His practice emphasizes business taxation, real estate law, and estate planning. Speaking to more than 100 groups nationally each year, he is known for spicing up his extensive expertise with an incredible sense of humor.
Non-Member Price $419.00
Member Price $364.00