Checkpoint Learning

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Tax Strategies for Clients During their Golden Years  

CATEGORY: Taxation
COURSE ID: CLTSGY, VERSION 7.00
(76)
Online & Mobile, Download
3 CPE Credits

There are different types of strategies available to assist clients who are entering or who are currently in their retirement years, such as asset repositioning strategies, cash management strategies, and tax-advantaged strategies. This course focuses on tax-advantaged strategies. Retirees often receive income from a variety of sources, including Social Security benefits, and distributions from pensions, annuities, IRAs, and other retirement plans. This course focuses on how the more common types of retirement income are taxed and strategies that may be implemented to reduce the taxpayer's federal income taxes. Chapter 1 reviews the computation of taxable Social Security Benefits and strategies to minimize taxes. Chapter 2 covers exemptions to the early distribution tax on distributions from qualified retirement arrangements before age 59-1/2. Chapter 3 covers how the minimum required distribution rules affect retirement income and strategies for delaying distributions or minimizing taxes. Chapter 4 reviews tax strategies for lump-sum distributions.

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