Create a report that outlines a tax smart retirement income strategy for a hypothetical client or for

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Create a report that outlines a tax smart retirement income strategy for a hypothetical client or for yourself. List the client's tax relevant information, such as age, marital status, number of dependents, income and retirement savings level and any other pertinent information for tax planning. Evaluate strategies for this client to save for retirement; focus on 2-3 different options. Conclude and rationalize optimal retirement savings tax strategy for your client.
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Income Tax Fundamentals 2013

ISBN: 9781285586618

31st Edition

Authors: Gerald E. Whittenburg, Martha Altus Buller, Steven L Gill

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