Retirement Plan Strategies (2 Credit Hours)

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Special Price $39.99 Regular Price $69.99
With the Baby Boomer population heading into retirement there are tons of tax strategies that you need to aware of so you can advise your clients correctly. In this 2 hour course, presented by CPA and attorney, Mark Kohler, we'll take a look at a number of popular strategies available to your clients and the associated tax implications and benefits. We talk about SEP vs. 401K along with and in depth look at the Roth IRA and Roth Conversion.