By Eileen Kane Learn how to meet the challenge of financing the present while planning for the future. You'll discover helpful information about some of your investment options and some simple strategies for growing your money and reducing your taxes. Learn about online sources of tax information and tax forms for federal and state taxes. Computer preparation of income tax was started in 1987 and electronic filing in 1991.
Instructor is an enrolled agent and accredited tax advisor.
A major goal of estate planning for retirement benefits is to preserve the option of continued income tax deferral for the longest possible period. The class will cover how to coordinate your retirement benefits with your estate plan. We will cover some basic concepts regarding taxes on distributions, beneficiary designations, participant's death before and after required beginning date, stretch-out IRA's etc. Many investors are not aware of the true costs associated with their mutual funds. It takes more than good grades to get through college today.