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Secure Transaction Fast Track Retirement Planning
Format
Self-Study
Course Level
Overview
CPE Credits
3 Credits: Taxes
Course Description
This essential course is designed for professionals seeking to enrich their retirement planning acumen, both for themselves and their clients. Featuring in-depth analysis of retirement needs, Social Security benefits, and IRA and retirement plan distributions, this course offers substantial benefits. Participants will gain the ability to accurately determine retirement costs and income needs, select effective tax-saving strategies, and understand the intricacies of Medicare and various retirement income sources. By covering key aspects of annuities, rollovers, and estate planning tools, this course empowers tax professionals with the knowledge to navigate the retirement planning landscape confidently, ensuring a comfortable retirement for themselves and their clients.
Learning Objectives
Upon successful completion of this course, participants will be able to:
- Identify the basic guidelines of retirement planning noting the ten misconceptions of retirement, and specify retirement based on key questions.
- Determine retirement costs and income needs of clients based on their current budget, select tax savings strategies, and identify basic guidelines to use when purchasing assets to attain financial independence.
- Recall the qualifications for Social Security retirement & disability benefits, specify a client’s retirement benefits, and determine the difference between Medicare Part A and Medicare Part B.
- Identify basic types of qualified corporate plans noting other sources of retirement income such as SIMPLE plans and individual retirement accounts.
- Determine the difference between annuity payments and lump-sum distributions, specify key components of rollovers, premature distributions & required distributions, and identify nonqualified deferred compensation.
- Cite the benefits, uses, and types of life insurance, and specify how three basic estate planning tools can be incorporated into tax practice.
Course Specifics
8212750
April 17, 2024
There are no prerequisites.
General understanding of federal income taxation.
93
Compliance Information
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-T-02217-22-S
IRS Federal Tax Law Credits: 3
CTEC Course Number: 2071-CE-1560
CTEC Federal Tax Law Credits: 3
CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board. CFP Professionals must take each course in it’s entirety, the CFP Board DOES NOT accept partial credits for courses.
CTEC Notice: California Tax Education Council DOES NOT allow partial credit, course must be taken in entirety. Western CPE has been approved by the California Tax Education Council to offer continuing education courses that count as credit towards the annual “continuing education” requirement imposed by the State of California for CTEC Registered Tax Preparers. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, by phone toll-free at (877) 850-2832, or on the Internet at www.ctec.org.
Meet The Experts
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 …
QAS Self-Study
