• Course Information

    Title: Retirement Planning - A Quick Tax Guide
    Category: Taxation
    Field of Study: Taxes
    Course Code: T018-0116
    CPE Credits: 17.0
    Price: $89.95
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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:

Level: Overview

Prerequisites: None

Advanced Preparation: None

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Course Details

Author: Danny Santucci

Category: Taxation

Field of Study: Taxes

Passing Score: 70%

Publication Date: 06/20/2018

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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.

Chapter 2:     Social Security Benefits & Retirement Planning
1. Determine how Social Security funds are assessed and then paid, specify the system's mechanics, and select qualified Social Security participants determining their benefit eligibility.
2. Identify the requirements to receive Social Security retirement benefits and determine client's retirement benefits following a multi-step calculation process.
3. Recognize Social Security taxes, their tax rates and covered earnings allowing better retirement planning.
4. Specify the eligibility requirements of Social Security disability benefits and survivors' benefits, and determine what constitutes Medicare Part A and Medicare Part B recognizing their qualifications.

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QAS: Yes

CPA: Suitable for all CPAs

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

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