Checkpoint Learning

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49 Tax-Smart Tips for Retirement Savers  

CATEGORY: Taxation
COURSE ID: CLNEWT, VERSION 8.00
(184)
Online & Mobile, Download
9 CPE Credits

This course covers depreciation for all types of depreciable property including the impact made by the Tax Cuts and Jobs Act (P.L. 115-97). 49 Tax-Smart Tips for Retirement Savers discusses the various tax-favored options for retirement planning. This course will give the financial planner the information to help clients make the best choice for their retirement savings. The course discusses in detail all the retirement plan options including the new solo 401(k). This includes Roth IRAs and conversions to Roth IRAs. This course also identifies the options for dealing with employer stock held in a retirement account. It gives choices that are available if the client is retiring early or is right at retirement age. If a client is divorcing the strategies for splitting up retirement plans is covered. Lastly, the course covers the ways to handle required minimum distributions. This course is a comprehensive overview of retirement plans and all the steps involved in planning to retire and actual retirement.

NOTE: This course has been updated to include the tax provisions from the Tax Cuts and Jobs Act.

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