2026 Fast Track Retirement Planning

Description

EAs and Other Tax Preparers, after passing the exam you MUST click on the link “GET YOUR CERTIFICATE” to have your hours reported to the IRS. 

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.

Learning Objectives
After reading the materials, participants will be able to:
1. Identify planning guidelines for retirement, recognizing timing and location factors.
2. Determine retirement costs and income needs based on their current income, select tax savings strategies, and identify investment assets to attain financial independence.
3. Recall the qualifications for Social Security retirement & disability benefits and specify adjustments to retirement benefits.
4. Identify basic types of qualified corporate plans and other sources of retirement income, such as SIMPLE  and stock ownership plans.
5. Determine the difference between annuity payments and lump-sum distributions, specify key components of rollovers, premature distributions & required distributions, and identify nonqualified deferred compensation.
6. Cite the benefits, uses, and types of life insurance, and specify how three basic estate planning tools can be incorporated into tax practice.

To complete this course participants need to: Read the material provided and answer chapter review questions, successfully complete the qualified assessment with a minimum of 70% accuracy to receive your certificate. Clicking on the Certificate link will show the course as 100% Complete

A course evaluation form is provided for your feedback and participants have 1 year from the date of purchase/enrollment to complete this course. .

Our Refund policy can be found at: https://cpeprime.com/cancellation-and-refund/