Self Study: Tax and Financial Planning for Retirement

Starts:  Apr 15, 2024 12:00 AM (ET)
Ends:  Apr 30, 2025 12:00 AM (ET)
This course 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, the course projects the accountant into the world of retirement planning.