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RETIREMENT PLANNING-Download Version

The tax considerations of retirement planning are often complex. Therefore, the CPA’s special expertise makes him the most qualified professional to assist individuals in developing a retirement plan. This course introduces the CPA to the nuts and bolts of developing a retirement plan, and emphasizes the various tax considerations, including those introduced by recent legislation.

Course Highlights:

  • Recite steps in the retirement planning process.
  • Estimate retirement needs.
  • Describe basic sources of retirement income.
  • Discuss qualified retirement plans.
  • Discuss nonqualified retirement plans.
  • Understand employee stock options.
  • Explain restricted property plans.
  • Explain Individual Retirement Arrangements.
  • Describe SEPs, Keoghs, and Tax-Deferred Annuities.
  • Explain Social Security.
  • Discuss special tax provisions.
  • Explain penalties.
  • Describe withholding requirements.

The course also includes several worksheets and exhibits designed to assist the CPA in developing retirement plans.

Course Prerequisite: Understanding of Basic Individual Tax Principles
Course Level: Basic to Intermediate
Field of Study: Specialized Knowledge
Course Format: Downloadable Text

Recommended CPE Credit: 12 hours



 Course No.PriceQuantity
Course and Exam
PDFRP $ 105
Additional Exams Only
PDFRPX $ 35


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