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Investment and Retirement Strategies for Estate Growth

Taxes

Investment and Retirement Strategies for Estate Growth

Course 34152A · 2 hrs · CPA & EA

Explore practical strategies for growing and preserving wealth across retirement and estate planning. From Roth conversion techniques—including two-step and three-step approaches—to retirement income planning using bucket strategies, annuities, and reverse mortgages, this course is packed with actionable tips. You'll also cover long-term care and insurance cost comparisons. Ideal for professionals advising clients on maximizing assets during their working years and structuring reliable income streams throughout retirement.

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  • Hours: 2
  • Exam questions: 10
  • Eligible for: CPA & EA
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NASBA Area: Taxes

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Investment and Retirement Strategies for Estate Growth
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