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The Ultimate Guide to Retirement Planning

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Course Description

We are all (including tax practitioners) getting older, and the need for effective retirement planning has never been greater. This course is essential for participants who wish to attain a comfortable retirement for themselves and their clients by maximizing tax saving strategies. This presentation integrates federal taxation with retirement planning. The course will examine tax and savings strategies related to determining retirement income needs, wealth building, capital preservation, and estate distribution. The result is a unified explanation of tax-economics that will permit the tax professional to locate, analyze, and solve financial aspects of retirement. Designed to improve the quality of services to clients and the profitability of engagements, this program projects the accountant into the world of retirement planning. This course will give the participant practice in analyzing problems, developing solutions, and presenting final personal retirement plans to clients. The emphasis is on practical simplicity in dealing with the self-employed and highly compensated individual. Retirement income needs are calculated; net after tax Social Security benefits are determined; and distribution options from IRAs and retirement plans are explored. Special consideration is given to the tax treatment of the home and business on retirement. Buy-sell agreements are discussed and eldercare planning is examined. Financial Tax Planning Goals v. Purposes Investment purposes Myths of retirement Investment goals Investment needs of five critical decades Investment vehicles & entities Retirement - the ultimate objective Basic planning elements Building an estate Preservation of wealth Deferral Like-Kind Exchanges Tax Reduction Income Splitting More...........

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Learning Format 31.5 Hours
Self-Study / On-Demand

Credit Type(s)
Taxes

Knowledge Level
Overview