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Tax Guide to Retirement Planning#490919

This course has been archived and cannot be purchased.

Credit

Amount

CPA

EA / OTRP

ERPA

Course Author: Danny Santucci Field of Study (CPA): Taxes Field of Study (EA/OTRP): Federal Tax Law Field of Study (ERPA): Qualified Retirement Plan Matters

Course Details, Learning Objectives, Table of Contents

Course Description

Course publication/revision date: This course was updated on 3/13/19 (covers 2019 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.