Tax planning has never been more important for retirees than it is today. With increasing national debt and underfunded liabilities like Social Security and Medicare, retirees could face tax rates that are higher than we have seen in decades.

In this webinar, we will cover topics that are crucial to retirees and tax planners, ranging from the Income-Related Monthly Adjustment Amount (IRMAA) to provisional income and everything else in between. This course will also touch on tax planning topics including net investment income tax (NIIT), capital gains, state taxes, estate taxes, Roth accounts, and premium credits. If you or your clients are looking for a comprehensive analysis of the impact of taxes on retirement, then this is the class for you.

Learning Objectives:

• Evaluate Income-Related Monthly Adjustment Amount (IRMAA) for Medicare beneficiaries


• Determine provisional income and the taxation of Social Security


• Classify the three different tax buckets and contrast their benefits


• Outline strategies to reduce or eliminate taxes in retirement

NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

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