Adviser's guide to Tax Planning Strategies for Retirement Savings.
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Adviser's Guide to Tax Planning Strategies for Retirement Savings (No. 091017CPA04). Learn to determine your client's financial needs in retirement and calculate the annual retirement savings necessary to meet those future needs. Derived from the best-selling CPE self-study course, Super Tax Planning Strategies for Retirement Savings, this new guide walks you through arranging penalty-free retirement withdrawals for early retirees, planning tax-smart splits of retirement accounts in divorce cases, as well as appropriate tax free rollovers. This all-in-one publication helps you develop tax planning strategies for...
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