Tax Talk Today Features IRS and Tax Pros Presenting, “Tax Preparation for a Graying Population in a Pension-less World”
The broadcast will be Archived for 12-months for viewers who are unable to watch Live or wish to complete a QAS Self-Study CPE program. Viewers earn 3 CPEs for completing this program and may email questions before and during the Live program.
Program Outline
- Tax-Favored Saving for the Future
- IRA’s
- Insurance and annuities
- Employer-sponsored savings plans
- Stock plans and options
- Changes to Tax-Favored Plans
- Rollovers
- Conversions
- Early withdrawals
- Plan terminations
- Living the Golden Years
- Drawing down retirement savings
- Employer plan distributions
- Annuity payments
- Social security payments
-
Life and Health Insurance - Long-term care insurance
- Life insurance proceeds
- Medicare and supplemental plan premiums and payments
- Asset Protection
- Using trusts
- Business assets
- Residence trust
- Drawing down retirement savings
Viewers needing Continuing Professional Education credit can take advantage of a Tax Talk Today subscription price of
About Tax Talk Today, The Tax Show for the Tax Pro
A 7-program, 15 CPE, webcast series, designed to educate tax professionals about complex tax issues. Tax Talk Today features roundtable discussions and real-time interaction with industry professionals and
View source version on businesswire.com: https://www.businesswire.com/news/home/20180709005037/en/
Tax Talk Today
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Source: Tax Talk Today
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