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Fast Track Retirement Planning

Instructional MethodAdvanced PreparationProgram PrerequisitesField Of Study Interactive Self Study NONE Basic Understanding of Taxes Taxes Experience LevelCourse IDCPE CreditsAuthor Basic to Intermediate DS-307 24 Danny Santucci Fast Track Retirement Planning Course Description: We a ...Read more
  • Description
Instructional Method Advanced Preparation Program Prerequisites Field Of Study
Interactive Self Study NONE Basic Understanding of Taxes Taxes
Experience Level Course ID CPE Credits Author
Basic to Intermediate DS-307 24 Danny Santucci

Fast Track Retirement Planning

Course Description:
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. 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.

Who Should Attend: CPAs

Topics Covered:
CHAPTER 1 How Much Do You Need To Retire?
CHAPTER 2 Social Security Benefits & Retirement Planning
CHAPTER 3 Retirement Plans
CHAPTER 4 Distributions from Retirement Plans
CHAPTER 5 Nonqualified Plans
CHAPTER 6 Life Insurance, Annuities & Buy-Sell Agreements
CHAPTER 7 Home Sales & Moving Expenses
CHAPTER 8 ESTATE PLANNING

Learning Objectives:

After reading Chapter 1, participants will able to:

1. Recall the importance of personal retirement maps to suit client objectives & lifestyles and specify the basic guidelines of retirement planning, including the four common pitfalls and the ten misconceptions of retirement.

2. Identify retirement using three major levels of retirement and three key questions that have financial and personal ramifications.

3. Determine retirement costs and income needs of clients based on their current budget, date tax savings strategies and identify six basic guidelines when purchasing investment assets.

 


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