The Rules of Retirement

Exam Questions: 100
Course Level: Basic
Pages: 344 | Content: 330, Supplemental: 14
NASBA Area of Study: Finance
Not Acceptable for: Enrolled Agents
Version: 7400E

This course provides an updated approach to retiring successfully in today's world. It utilizes proven, profitable techniques to coordinate all the factors that lead to financial security and independence. The course will explain how to overcome the threats to lifetime financial security such as longer life expectancy, low investment returns, and higher taxes. It will guide you through the steps to obtaining financial independence so you can pursue the retirement you want through smart planning and effective financial strategies.

This course will teach you how to plan for the wildcards of retirement planning so that you are prepared to:
• overcome the threats to financial security
• develop a sustainable spending strategy
• plan for potential long-term health care needs, and
• leave a legacy for your loved ones

PLEASE NOTE: Not accepted for Enrolled Agents. All course material provided. No prerequisites. Course level: Basic.

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Course Information

Table of Contents
  • Preface
  • The New Rules of Retirement
  • Start with Spending
  • Securing and Maximizing Guaranteed Lifetime Income
  • Tapping Your Nest Egg
  • Managing Your Nest Egg
  • Handling the Medical Expense Wild Card
  • Dealing with the Crisis in Long-Term Care
  • Managing IRAs to Last
  • Beware the Retirement Tax Ambush
  • Handling Employer Retirement Plans
  • The Grandkids Need Your Help More than Ever
  • Estate Planning is More than Taxes
  • Avoiding Financial Scams and Abuse
  • Choosing the Right Retirement Location
  • Keys to a Successful Retirement
  • To identify the issues facing retirees today
  • To recognize the realities of spending after retirement
  • To identify the issues revolving around Social Security benefits
  • To recognize the pros and cons of the 4 percent rule
  • To identify various retirement strategies
  • To recognize how Medicare affects retirement planning
  • To identify which services long-term care (LTC) covers
  • To identify requirements for individual retirement arrangements (IRAs)
  • To identify the major stealth taxes
  • To recognize best practices for utilizing retirement plans
  • To identify the tax issues involved with donating funds to grandchildren
  • To recognize the importance of estate and succession planning
  • To recognize red flags that can lead to financial abuse
  • To identify key factors involved in a successful move after retirement
  • To identify how to plan for a productive retirement

PLEASE NOTE: CPE credit measurement is based on NASBA Registry and QAS guidelines of one credit for every 50 minutes. Credit calculation may vary in different states — check with your State Board of Accountancy. Unless otherwise noted in the specific course description, no advanced preparation is required in order to register or complete any PES CPE course. Use of materials or services provided by Professional Education Services, LP ("PES") are governed by the Terms and Conditions stated on PES' website www.mypescpe.com. PES provides these courses with the understanding that it is not providing any accounting, legal, or other professional advice and assumes no liability whatsoever in connection with its use. PES has used diligent efforts to provide quality information and material to its customers, but does not warrant or guarantee the accuracy, timeliness, completeness, or currency of the information contained herein. Ultimately, the responsibility to comply with applicable legal requirements falls solely upon the individual licensee, not PES. PES encourages you to contact your state Board for the latest information and to confirm or clarify any questions or concerns you have regarding your duties or obligations as a licensed professional.