Fast Track Retirement Planning Mini

$29.00 each

Course ID: CPE Credits Field Of Study Author or Speaker:
EWTFM-U-01319-19-S  3 Credits   Taxes  Danny Santucci
Instructional Method: Advanced Preparation: Program Prerequisites: Experience Level:
Interactive Self Study  None   None   Overview

 

Course Description: 
We are all (including tax practitioners) getting older, and the need for effective retirement planning has never been greater. This mini-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 analyzed; Social Security benefits are determined; and distribution options from IRAs and retirement plans are explored.

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