Description
Upon completion of this seminar, students will be able to determine what a Required Minimum Distribution is and how to calculate it in various situations. Students will be able to understand the Social Security and Equivalent Railroad Retirement benefits, how they are taxed, and what figures into that calculation. Also, students will be able to understand the various items that qualify for deductible medical expenses as well as long-term care to assist an aging population. Finally, students will understand the benefits of estate planning, gifts, and tax-free investments. New lecture video reinforces concepts! Topic: Required Minimum Distributions and IRA Owners IRS #EEZ75-T-00501-24-S CTEC #1071-CE-3229 NASBA #103388