Checkpoint Learning

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49 Tax-Smart Tips for Retirement Savers  

CATEGORY: Taxation
COURSE ID: CLNEWT, VERSION 9.00
(88)
Online & Mobile, Download
9 CPE Credits

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. This course covers the impact made by the Tax Cuts and Jobs Act (P.L. 115-97).

This course is most appropriate for the professional with detailed knowledge in retirement planning who may be at a mid-level position within an organization with operational or supervisory responsibilities, or both.

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