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Tax Guide to Retirement Planning#490923

This course has been archived and cannot be purchased.

Credit
Amount
CPA
3
EA / OTRP
3
ERPA
3

Course Description

Course publication/revision date: This course was updated on 2/13/2023 (covers 2023 tax year).

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.

Course, Credit, Reporting, Sponsor Information
(See above: Course Details, Learning Objectives, Table of Contents)
Reporting: CFP Board and IRS CE credits are reported weekly, if applicable.