This course gives CPAs the knowledge to help their clients plan for retirement by evaluating how much retirement income they will require and planning for how to reach their retirement goals.
<li>Retirement planning using variables such as desired lifestyle, travel plans, housing plans, medical needs and family needs to customize a retirement plan unique to the client</li> <li>Using the residence and other real estate as retirement assets through equity and rent</li> <li>Using the small business as a retirement resource through creative retirement plans</li> <li>Overview of asset allocation, portfolio management, portfolio rebalancing, and investment selection concepts, before and after retirement</li> <li>The three-legged retirement stool of employer retirement, savings, and Social Security</li> <li>Distribution/asset liquidation planning</li> <li>Analysis of the most current/important research on retirement planning and sustaining retirement income levels</li>
CPAs looking to advise clients on retirement planning, and CPAs looking for effective strategies for their own retirement