Free CPE Course: The Ultimate Guide to Retirement Planning from a Tax Perspective

CPE Credits: 38 hours

Cost: Free Signup Bonus

This course guides participants who wish to attain a comfortable retirement by understanding tax saving strategies, retirement income needs, wealth building, capital preservation, and estate distribution.

Explanation of tax-economics will permit the tax professional to locate, analyze, and solve financial aspects of retirement, improve the quality of services to clients, and the profitability of engagements. 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.

Topics Covered:

• Financial Tax Planning
• Building an Estate
• Preservation of Wealth
• Tax Deferral
• How Much Is Needed to Retire
• Many other topics

Features include:

• Your place is saved so you can start and stop as often as you wish and progress at your own pace.
• Comes in online and PDF formats.
• Move around in the course with minimal clicks.
• Full text searching in both online and PDF formats.

You get this 38-Credit CPE Course Free when you get started with your 2-month free trial to CPA Site Solutions' complete web site solution.

Choose from Dozens of Other Courses...

If this retirement planning course isn't right for you, choose from over 100 other courses to find the one that best meets your needs. You get one free CPE course when you take advantage of the 60-day free trial. Click here to see the list of available courses to choose from.

30% Off Any CPE Course for Life

Your 60-day free trial comes with a coupon code which gives you 30% off dozens of CPE courses for life.

Dozens of industry-leading online interactive self-study CPE courses are yours to choose from online. All courses and review questions are provided in PDF format - print or download them as you wish. The format is easy to use - navigate from a review question to the question's answer in the course and back to the question in just a few clicks. Both the PDF and online versions allow for full text searching.

The 30% off coupon code is yours just for signing up for our 60-day free trial. Choose as many courses as you like. Click here for a full listing.

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