Fast Track Retirement Planning ON DEMAND
Available Until
Your Desk
17.0 Credits
Member Price $391.00
Non-Member Price $450.00
Overview
We are all (including tax practitioners) getting older, and the need for effective retirement planning has never been greater. 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. 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.
Highlights
Retirement Needs. Social Security Benefits. Retirement Planning and Plans. Distribution from Retirement Plans. Non-qualified Plans. Life Insurance, Annuities and Buy-Sell Agreements. Home Sales and Moving Expenses. Estate Planning.
Prerequisites
None.
Designed For
CPAs, financial professionals, enrolled agents and attorneys.
Objectives
Recognize the importance of personal retirement maps to suit client objectives and lifestyles and summarize the basic guidelines of retirement planning, including common pitfalls and misconceptions of retirement. Determine retirement using the major levels of retirement and key questions that have financial and personal ramifications. Identify retirement costs and income needs of clients based on their current budget, recognize tax savings strategies, and identify guidelines when purchasing investment assets. Determine how Social Security funds are assessed and then paid, specify the system’s mechanics, and select qualified Social Security participants determining their benefit eligibility. Identify the requirements to receive Social Security retirement benefits and determine clients’ retirement benefits following a multi-step calculation process. Recognize Social Security taxes, their tax rates, and covered earnings allowing better retirement planning. Specify the eligibility requirements of Social Security disability benefits and survivors’ benefits, and determine what constitutes Medicare Part A and Medicare Part B recognizing their qualifications, and more.
Preparation
None.
Notice
None.
Leader(s):
Leader Bios
Danny Santucci, Western CPE
Danny Santucci, BA, JD, is a prolific author of tax and financial books and articles. His legal career started with the business and litigation firm of Edwards, Edwards, and Ashton. Later he joined the Century City entertainment firm of Bushkin, Gaims, Gaines, and Jonas working for many well-known celebrities. In 1980, Danny established the law firm of Santucci, Potter, and Leanders in Irvine, California. With increasing lecture and writing commitments, Danny went into sole practice in 1995. His practice emphasizes business taxation, real estate law, and estate planning. Speaking to more than 100 groups nationally each year, he is known for spicing up his extensive expertise with an incredible sense of humor.
Non-Member Price $450.00
Member Price $391.00