Fast-Track Retirement Planning - 3 CPE Credit Hours
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Fast-Track Retirement Planning - 3 CPE Credit Hours

Price per Unit (piece): $29.95

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After reading the materials, participants will be able to:

1. Summarize the basic guidelines of retirement planning, including the ten misconceptions of retirement, and define retirement based on three key questions.

2. Determine retirement costs and income needs of clients based on their current budget, apply tax savings strategies, and exercise six basic guidelines when purchasing assets to attain financial independence.

3. Explain what workers need to qualify for Social Security retirement benefits and for Social Security disability benefits, calculate clients’ retirement benefits, and distinguish Medicare Part A from Medicare Part B.

4. Classify basic types of qualified corporate plans, and describe other sources of retirement income such as SIMPLE plans and individual retirement accounts.

5. Illustrate the difference between annuity payments and lump-sum distributions, outline key components of rollovers, premature distributions and required distributions, and explain nonqualified deferred compensation. 

6. Cite the benefits, uses and types of life insurance, and incorporate into practice three basic estate planning tools.

Customer Reviews:

jstone  (Thursday, 10 October 2013)
Rating: 0
There are 120 questions on the exam for this course, which offers only 3 hours of credit. Many of the questions pertain to material not covered at all in the course provided. I would not recommend this course.

  • I have taken multiple courses from The CPE Discount Store.  They have great customer support and I received my certificate of completion on the same day.
    Bill P. - CPA - Richmond, New Hampshire
  • The CPE Discount Store offers a great selection of online CPE courses.   I was able to complete my course on my time frame which is a great way to take CPE.  Having the book as a reference for future work was also helpful.
    Tom N. - CPA - Longmont, CO
  • The CPE Discount Store course materials are very straight forward and easy to understand, I particularly like the website and customer follow up to my questions.
    Susan P. - CPA - San Diego, CA


Looks like this course needs to be updated.
Old customer in 2015, will give a try in 2017 now. Hope the courses are approved by the Board.
Renewing for 2nd year, it\'s Great courses

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