2026 The Ultimate Guide to Retirement Planning
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 the 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.
Chapter 1 – Financial Tax Planning
Chapter 2 – Building an Estate
Chapter 3 – Preservation of Wealth
Chapter 4 – Deferral
Chapter 5 – Reduction
Chapter 6 – Income Splitting
Chapter 7 – Elimination
Chapter 8 – Asset Protection
Chapter 9 – How Much Do You Need To Retire?
Chapter 10 – Social Security Benefits & Retirement Planning
Chapter 11 – Retirement Plans
Chapter 12 – Distributions from Retirement Plans & IRAs
Chapter 13 – Nonqualified Plans
Chapter 14 – Life Insurance, Annuities & Buy-sell Agreement
Chapter 15 – Home Sales & Moving Expenses
Chapter 16 – Estate Planning Issues
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.
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/
