Tax Guide to Retirement Planning#490923
This course has been archived and cannot be purchased.
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.