Tax Issues for Seniors Self-Study


As your clients enter retirement, there’s tax planning guidance that you can offer so they can receive all the tax benefits ofof 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 course also covers the later stages of retirement and explains how to report long-term insurance proceeds, long-term care and expenses and when it makes financial sense to create a life estate.


Upon completion of this course, you will be able to:

  • Evaluate credits and deductions senior taxpayers may claim
  • Report long-term care expenses and proceeds
  • Determine the taxable amount of various payments received in retirement
  • Solve unique problems when receiving Social Security benefits
  • Identify tax benefits children may claim for elderly parents
  • Summarize the rules for required minimum distributions
  • List the advantages and disadvantages of life estates

Course Details

This course includes an e-book and exam questions to help you earn CPE. CPE is issued after the exam is successfully completed.


Presented by:

How to Earn CPE

To receive credit for this self-study course, you must successfully pass the course exam with a score of 70% or better.

Self-study courses and exams generally expire one year from the date of purchase. The AFTR course expires on December 31 of each year as required by the IRS.

Cancellation Policy

​Because this is an online education offering, it is nonrefundable.

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