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Planning for Retirement Needs

Author/Moderator: David A. Littell and Kenn Beam Tacchino
Publisher: AICPA
Availability: Varies by Format (See Below)
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UPDATED THROUGH 2013 - This course is offered as a partnership with AICPA and The American College.  It uses the same material as The American College’s course HS 326, however, the format has been adapted to better meet the needs of CPAs.  (Please note that this course is not part of any matriculated designation or degree program offered by The American College.)

This course covers the basic concepts of Retirement Planning.  It is updated every 18-24 months to include reference to current laws; however, the basic concepts and principles do not change significantly from previous editions. 

PFS Holders/PFP Section Members Save – $50 on the course, $15 on the CD, and $20 DVD study aids
When you log into this website with your AICPA member user account, the section discount will be automatically applied during checkout. Should you have any questions or encounter any difficulties, please contact the AICPA Service Center at 888-777-7077 or

>> Find out more information on the Personal Financial Planning Member Section and the PFS credential.

This course addresses the following areas:

  • Focuses on selecting the right retirement plan for the business and on individual retirement planning.
  • Covers qualified plans, SEPs, SIMPLEs and 403(b) plans and nonqualified deferred compensation plans.
  • Emphasizes the practical knowledge needed for choosing the best retirement plan, especially for the small business, and designing a plan that will meet a client’s needs.
  • Covers individual retirement planning including IRAs and Roth IRAs, Social Security benefits, saving for retirement and planning for retirement plan distributions.

Course materials include:

  • Course book with CPE materials
  • Textbook:  Planning for Retirement Needs
  • Supplement

Optional study aids are also available: 

  • A 5 CD audio review set covering all 25 chapters of the book
  • A 7 DVD video lecture set covering 12 classes

Note that these optional materials do not provide any CPE credit and will not increase the CPE hours if purchased along with the course. They are available as a learning aid for the course #757600013.

This course is one of a series of personal financial planning courses offered with The American College. This series is designed to provide a solid educational foundation for the Personal Financial Specialist (PFS) credential. The other courses in the series are:

If you have any inquiries, please direct them to or call 888-777-7077, option 4.

NASBA Field of Study: Taxes
Level: Basic
Recommended CPE Credit: 20
Planning for Retirement Needs
Optional Video Lecture DVD (no CPE)
Product# 757602013
Availability: In Stock
AICPA Member:$160.00
Your Price:$200.00
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