Complete the course at your own pace.

This is a 2.0 Credit Hours Retirement Planning Course for Texas!

*The filing fee for TX is $1.30 per Credit Hour.

Review the online material (videos or text) and pass an online exam to receive credit. Test can be taken an unlimited number of times and passing grade of 70% needed to receive credit.

Course Description: 

The course, "Tax Planning Strategies and Retirement" delves into the intricacies of retirement planning with a focus on tax considerations. Covering a wide array of topics, participants will explore the essential factors for a successful retirement, including financial market unpredictability, rising healthcare costs, and inflation's impact on purchasing power. Tax planning takes center stage as attendees learn about major tax legislation, marginal tax rates, and the taxation of retirement income and Social Security benefits. With insights into integrating tax strategies into retirement planning, participants will gain a comprehensive understanding of how to navigate the complex landscape of tax laws and maximize their retirement savings.