This 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 calculated; net after-tax Social Security benefits are determined; and distribution options from IRAs and retirement plans are explored.

Prerequisites: General understanding of federal income taxation.
Level: Overview
CPE Credit: 17.5
Field of Study: Taxes: Technical
Course expiration: You have one year from date of purchase to complete the course.
Publication Date: June 2021