Retirement Planning

Retirement Planning 21 matching products

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The AICPA offers a suite of health care products to educate you and your clients on opportunities and pitfalls.
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This is a comprehensive course geared to guide practitioners through the numerous concepts and rules applicable to income tax accounting, tax return positions and disclosures for C Corporations and S Corporations.
CPE Self-Study | Text
CPE
$215.00 - $268.75
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In this CPE course, learn how to advise clients on the most tax-efficient way to structure their affairs to minimize taxation on the transfer of their wealth to intended beneficiaries.
CPE Self-Study | Text
CPE
$165.00 - $206.25
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This CPE course covers real-world situations and provide tools to advise your clients on how to make optimal decisions when it comes to Social Security and Medicare.
CPE Self-Study | Text
CPE
$135.00 - $168.75
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In this CPE course, explore tax challenges and planning opportunities in light of changing rules and real-life scenarios in which various planning alternatives are compared.
CPE Self-Study | Text
CPE
$135.00 - $168.75
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Monday, November 3 - This session provides in-depth instruction in the basic use of the financial calculator and its application in comprehensive financial planning.
Web Events | Video Webcast
$105.00 - $145.00
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Modern medicine has extended life expectancy, but the added years often come at a high cost--and most of these costs are not covered by Medicare. Advisers must understand what Medicare can and cannot do. This guide gives you the information you need to help your clients make the healthcare decisions that will directly impact their retirement planning.
Publications | eBook, Paperback
$35.00 - $48.75
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Monday, November 24 - This session addresses risk management. Various insurance products will be reviewed, including life, disability and medical insurance, as well as the types of contracts available; and how insurance is used in financial planning to manage risk.
Web Events | Video Webcast
$139.00 - $174.00
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Many Baby Boom generation clients will be retiring in the next 15–20 years and will look to you to assist them in optimizing their retirement financing. This handbook is a valuable tool to use in providing advice on Social Security benefits planning to your clients.
Publications | eBook, Paperback
$32.00 - $45.00
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$445.00 - $745.00
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Focuses on selecting the right retirement plan for the business and on individual retirement planning.
CPE Self-Study | CD-ROM, DVD w/ Manual, Text
CPE
$70.00 - $250.00
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Tuesday, November 18 - This session will enable practitioners to plan, implement and monitor individual and business-sponsored retirement plans. It provides instruction on how to perform retirement needs analysis, what regulatory issues surround retirement planning and benefits, and what tax issues come into play. The retirement planning section covers tax-deferred retirement plans, IRAs, and non-qualified plans.
Web Events | Video Webcast
$139.00 - $174.00
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