This online CPE course provides an in-depth exploration of key aspects of retirement planning, including Social Security, Medicare, working as a senior, retirement distributions, and essential tax strategies. Participants will learn to navigate the complexities of Social Security and Medicare, assess the financial implications of continued employment in later years, and develop tax-efficient retirement distribution plans. The CPE webcast equips attendees with the knowledge to create a comprehensive and secure retirement strategy tailored to their unique needs and circumstances.
Learning Objectives
Upon completion of this course, participants will be able to:
Understand the eligibility criteria and benefits of Social Security and Medicare to make informed decisions about retirement.
Evaluate the financial and tax implications of continuing to work beyond traditional retirement age.
Develop a tax-efficient retirement distribution plan that aligns with individual financial goals.
Identify and apply key tax strategies to optimize retirement income and minimize tax liability.
