This course provides essential insights into effective retirement planning, integrating federal taxation with strategies for determining retirement income needs, wealth building, and estate distribution. You’ll enhance your ability to analyze problems, develop solutions, and present personalized retirement plans, focusing on practical simplicity for self-employed and high-income individuals.

Key topics include calculating retirement income needs, understanding net after-tax Social Security benefits, exploring IRA distribution options, and addressing the tax implications of owning a home and running a business in retirement.