Fast Track Retirement Planning 2025-26 (Downloadable PDF)
Provider: CalCPA
Length: 150 minutes
Taxes
3 CPE Credits
Overview
QAS self study
We are all getting older and the need for effective retirement planning has never been greater. If your wish to attain a comfortable retirement for yourself and your clients by maximizing tax saving strategies, this course is essential. Retirement income needs are calculated, net after tax social security benefits are determined, and distribution options from IRAs and retirement plans are explored. Topics covered include life insurance, annuities, and buy-sell agreements as well as estate and eldercare planning. Special consideration is given to the tax treatment of the home and business on retirement.