Back to the library
Financial Planning: IRAs and Social Security Tax

Taxes

Financial Planning: IRAs and Social Security Tax

Course 30905C · 2 hrs · CPA & EA

Individual retirement arrangements and Social Security benefits are central to retirement income planning for most clients. This course covers traditional IRAs, Roth conversions, distribution rules, and the penalties that apply when prohibited transactions occur. It then shifts to Social Security, explaining how the system works and—critically—how benefits are taxed at the federal level. Professionals advising clients approaching retirement or already drawing income from these sources will find this course directly relevant to the planning conversations happening in their practices right now.

Audio Preview

  • Hours: 2
  • Exam questions: 10
  • Eligible for: CPA & EA
View PDF Preview

NASBA Area: Taxes

Take this course free

Create a free account and get 2 credits instantly — no payment needed.

Already have an account? Log in

Financial Planning: IRAs and Social Security Tax
No cover image
Enter Course Code

Did you receive a course code inside a Pocket Reference Guide?

  • This Reference Guide may have been mailed to your home or business.
  • If you already have an account, this course will be added to it.
  • If you don't have an account, one will be created for you with the course pre-loaded.
About Pacific CPE

Pacific CPE is a NASBA-approved and IRS-approved provider of online self-study continuing professional education (CPE) for CPAs, Enrolled Agents (EAs), and other tax professionals.

Who We Serve:

CPAs — CPE credit for state license renewal (NASBA Sponsor #143718).

Enrolled Agents, AFSP participants, and other PTIN holders — IRS continuing education credit (IRS CE Provider #TJTMJ).

Courses and Formats:

We currently offer 125 active self-study courses in Auditing, Business, Ethics, and Taxes. Each course is 2 credit hours and can be read online or downloaded as a PDF, with audio versions available for select courses. Exams are taken online with instant grading, retakes are free, and completion certificates are available immediately in your account.

Pricing:

Pay-as-you-go credit packs — no subscription required. Packs range from $64.50 (16 credits) to $224.50 (80 credits), which works out to $2.81–$4.03 per credit hour, or roughly $5.62–$8.06 per 2-hour course at pack rates. Credits never expire and can be used on any course in the library.

IRS Credit Reporting:

All courses completed with a passing score are automatically reported to the IRS as long as you have provided your PTIN number to us. Courses are reported every business day, but please note that the IRS may take up to 48 hours to post recently reported credits in your PTIN account online.

100% Money Back Guarantee:

If you are not completely satisfied with your courses, for any reason, you may request a full refund at any time within 45 days of your purchase.

Customer Support:

📞 (800) 787-5313

✉️ Support@PacificCPE.com

Monday–Friday, 7:00am–4:00pm PT

License Information:

NASBA Sponsor ID: 143718

IRS CE Provider ID: TJTMJ

Website: https://pacificcpe.com
Frequently Asked Questions

No, your credits will never expire. You can use your credits anytime to select and complete any course in our library.