About Retirement Planning: Tax Strategies (Scroll down to order)
This course was updated on 5/52008.
This short course is a review of tax saving strategies for practitioners involved in retirement planning.
Retirement income needs are analyzed; Social Security benefits are determined; and distribution options from IRAs and retirement plans are explored.
Beacon Hill e-ExamThis course comes with the
Beacon Hill e-Exam electronic exam answer sheet. Complete your exam online and receive an Emailed response with your certificate attached.
The
e-Exam electronic PDF form is attached directly to the downloadable PDF version of the course. If you prefer, you can print a blank answer sheet, complete it by hand, and fax it in.
If you are ordering the print version of the course, you can use the faxable answer sheet that is included with the course, or go online to our
Resources page and download the
e-Exam answer sheet form (course #409) .
Course Information
Author: Danny Santucci, J.D.
Course text (74 pages): glossary; review questions, answers, and explanations; exam,
e-Exam auto-grading answer sheet, (a faxable answer sheet is also included), and reporting to CFP Board (if applicable).
Program delivery method: Self-study–print or download
Program level: Overview; Course prerequisites: Basic familiarity with federal taxation; Advance preparation: None
Subject Codes/Fields of Study: CFP Board, CPA: Taxes.
NAPFA: Taxes (Download a course credit-by-subject chart:
NAPFA Subject Areas.)
CPE credit Information: CFP
®, CPA, EA, and PACE credit available in all states;
Note: N.J. CPA credits one-half stated amount. EA, PACE credit hours: Same as CPA. In accordance with the standards of the National Registry of CPE Sponsors, CPE credits have been granted based on a 50-minute hour.
Course-sponsor numbers:
CFP Board: 1008.
NASBA: Registry: 107615; Quality Assurance Service (QAS): 050.
IRS: 593.
How to Order
Order online or by phone (800-588-7039)
To order online:
1. (Optional) LOG-IN or OPEN AN ACCOUNT
2. ENTER QUANTITY BELOW
3. SELECT PURCHASE OPTION (Print or PDF/Download)
4. CLICK "ADD TO CART"
Discounts and shipping/handling, if applicable, are added during checkout, before payment.
Don't forget: Get 18% off when you order 3 or more courses!
Retirement Planning Tax Strategies
are certification marks owned by the Certified
Financial Planner Board of Standards, Inc. These marks are awarded to individuals who
successfully complete CFP® Board's initial and ongoing certification requirements.
