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Author: CCH Editorial Staff
Description:
Boomer Planning (Second Edition) provides an overview of major considerations boomers will face as they near retirement. Many of these considerations have been concerns for past generations and will be concerns of future generations. Others concerns have developed only lately and therefore involve a unique problem of carrying little precedent for guidance. In addition to covering the main points for all boomers to consider, this course explores three of the "hot" tax issues that have been in the news recently:
- How to minimize tax on what is many boomers' largest asset--their home;
- How to preserve employment-generated retirement savings either through a regular pension, a 401(k) plan, one or several IRAs, or a combination of vehicles; and
- How recent legal developments surrounding the rights of individuals in same-sex relationships have had an impact on the tax aspects of their retirement planning.
Topics covered in the course include home sale exclusion, maximizing the value of IRAs and Roth IRAs, pension reform, and unique planning challenges faced by same-sex couples.
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Course Details:
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Price: $45.00
Field of Study: Taxes
Prerequisites: None
Level: Overview
CTEC course number: 1075-CE-5230
Course was last updated on: 06/10/08
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Library:
Wealth Management
Technical Requirements:
To view and print downloadable content files available in this program, you will need Adobe Acrobat Reader. You can download the free Reader plugin at Adobe's website by clicking on the icon below, then following the instructions for installation on your computer.
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| Credit Available For: |
Units |
| CPE |
3.0 CPE |
| QAS |
3.0 CPE |
| CFP® (Accepted by the CFP Board) |
1.0 CPE |
| Enrolled Agent (Accepted by the IRS) |
3.0 CPE |
| CTEC Federal |
3.0 CE |
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Note: Recommended CPE credit is based on a 50-minute hour. Participants earning credits for states that require self-study to be based on a 100-minute hour will receive half the recommended CPE credits for successful completion of this course.
Since Continuing Professional Education requirements vary from state to state and are subject to change without notice, please contact your state board of accountancy for information on your CPE requirements and the applicability of this course to meet those specifications.
CCH has been approved by the California Tax Education Council to offer courses that provide federal and state credit towards the annual "continuing education" requirement imposed by the State of California. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, toll-free by phone at (877) 850-2832, or on the Internet at www.ctec.org.
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