Are you ready to help your clients set realistic expectations and goals? In this four-part narrated PowerPoint video, Tom Tillery will examine personal retirement savings vehicles, including IRAs and other retirement plans. Social Security, Medicare and Medicaid, and Retirement income and expenses will also be considered.
Note: This course has been updated for the Tax Cuts and Jobs Act (“Tax Reform”).
Format: Voiceover PowerPoint, Audio
CPAs and financial planners with basic knowledge of, and interest in, personal financial planning