E-Fast Track Retirement Planning

E-Fast Track Retirement Planning
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Price: $24.99
Credits: 3
Prerequisite: None
Level: Overview
Model: MT021
Author: Danny Santucci
Average Rating: Not Rated
Fields of study: Administrative Practice
Format: PDF

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 Assignment & Objectives

As a result of studying the assigned materials, you should be able to meet the objectives listed below.


At the start of the materials, participants should identify the following topics for study:

  • Popular retirement myths
  • Defining retirement & determining retirement income needs
  • Savings
  • Assets
  • Social Security
  • Retirement plans
  • Distributions from retirement plans
  • Nonqualified deferred compensation
  • Life insurance
  • Estate planning

Learning Objectives

After reading the materials, participants will be able to:

  1. Summarize the basic guidelines of retirement planning, including the ten misconceptions of retirement, and define retirement based on three key questions.
  2. Determine retirement costs and income needs of clients based on their current budget, apply tax savings strategies, and exercise six basic guidelines when purchasing assets to attain financial independence.
  3. Explain what workers need to qualify for Social Security retirement benefits and for Social Security disability benefits, calculate clients’ retirement benefits, and distinguish Medicare Part A from Medicare Part B.
  4. Classify basic types of qualified corporate plans, and describe other sources of retirement income such as SIMPLE plans and individual retirement accounts.
  5. Illustrate the difference between annuity payments and lump-sum distributions, outline key components of rollovers, premature distributions and required distributions, and explain nonqualified deferred compensation. 
  6. Cite the benefits, uses and types of life insurance, and incorporate into practice three basic estate planning tools.

Additional Contents : Complete, no additional material needed
Advance Preparation : None
Intended Participants :
Any CPA looking to maintain or enhance their professional competence

Course Declaration : Participants must complete the final examination within one year of purchase. A minimum passing grade of 70% or better is required to receive CPE
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