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Tax Issues for Seniors E-book (2021) - PDF Version - #E21352

Tax Issues for Seniors E-book (2021) - PDF Version - #E21352

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As your clients enter retirement, there’s tax planning guidance that you can offer so they can receive all the tax benefits of at their new stage of life. From their first years of retirement, we’ll cover how to report Social Security benefits and plan for required minimum distributions from retirement plans. This ebook also covers the later stages of retirement and explains how to report long-term insurance proceeds and expenses and when it makes financial sense to create a life estate.

View Table of Contents.

Topics include:

  • Evaluating credits and deductions senior taxpayers may claim
  • Reporting long-term care expenses and proceeds
  • Determining the taxable amount of various payments received in retirement
  • Solving unique problems when receiving Social Security benefits
  • Identifying tax benefits children may claim for elderly parents
  • Summarizing the rules for required minimum distributions
  • The advantages and disadvantages of life estates

Product Details:

Level: Intermediate

Authors: NATP Staff

Published: 2021

Format: Electronic PDF - 110 Pages

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Corresponding CPE Courses:

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