Personal Retirement Investments, Income, and Expenses (On-Demand) 2020

Description

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

Learning Objectives
  • Calculate annual contribution limits for an IRA.
  • Differentiate the benefits of a traditional IRA and a Roth IRA.
  • Determine who can receive Social Security retirement benefits.
  • Identify the eligibility requirements for Medicare.
  • Identify minimum qualified plan distribution requirements for employees at age 70½.
  • Recall the requirements of a salary continuation plan.
Major Topics
  • Personal retirement savings vehicles, including IRAs and other retirement plans.
  • Social Security, Medicare and Medicaid.
  • Retirement income and expenses
Provider
AICPA - Durham
Course Level
Intermediate
CPE Field of Study
Specialized Knowledge
3.5
Who Should Attend

CPAs and financial planners with basic knowledge of, and interest in, personal financial planning

Instructor(s)
Tom Tillery Susan Tillery
Prerequisites

None.

Advanced Preparation

None.

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When
Available 24/7
Location
Online
Total CPE Credits
3.5
Format
On-Demand
Instructors
Multiple

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Personal Retirement Investments, Income, and Expenses (On-Demand) 2020


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