CPE Online Course Detail


Retirement Planning - A Quick Guide

Price :   $99.95
CPE Credits :   17.0
Course Code :   T013-0116
Category :   Taxation
  

Description:
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. 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.


Delivery Method: Online Interactive Self Study


Level: Overview


Prerequisites: None


Advanced Preparation: None


Policies: Click here


Author: Danny Santucci


Category: Taxation


Field of Study:


Passing Score: 70%


Publication Date: 03/14/2016


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Objectives:
Chapter 1:     How Much Do You Need To Retire?
1. 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.
2. Determine retirement using the major levels of retirement and key questions that have financial and personal ramifications.
3. Identify retirement costs and income needs of clients based on their current budget, recognize tax savings strategies and identify guidelines when purchasing investment assets.


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NASBA: Yes


QAS: Yes


CPA: Suitable for all CPAs


IRS: Enrolled Agents Program Number 263UK-T-00092-14-S




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