4134  |  On Demand  |  Intermediate  |  Self-Study

Personal Retirement Investments, Income, and Expenses

Friday, May 1, 2020 - Friday, April 30, 2021

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Are you ready to help your clients set realistic expectations and goals? In this four-part narrated PowerPoint video, Tom Tillery will examine personal retirement savings vehicles, including IRAs and other retirement plans. Social Security, Medicare and Medicaid, and Retirement income and expenses will also be considered.

Note: This course has been updated for the Tax Cuts and Jobs Act ("Tax Reform").


Calculate annual contribution limits for an IRA. Differentiate the benefits of a traditional IRA and a Roth IRA. Determine who can receive Social Security retirement benefits. Identify the eligibility requirements for Medicare. Identify minimum qualified plan distribution requirements for employees at age 70«. Recall the requirements of a salary continuation plan.


  • Thomas Tillery (view bio)
  • Susan Tillery

Designed For

CPAs and financial planners with basic knowledge of, and interest in, personal financial planning


Personal retirement savings vehicles, including IRAs and other retirement plans Social Security, Medicare and Medicaid Retirement income and expenses

Your Price: $99.00

This is your base price and does not reflect any additional session fees, optional add-ons, or guest registrations.

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Thomas Tillery

Thomas Tillery is a member of AICPA Personal Financial Planning Section (Non-CPA Associate), the Society of Financial Service Professionals, and the Atlanta Estate Planning Council.

Tom has been a provider of Continuing Education for attorneys, CPAs, and investment and insurance professionals for over 20 years. He has written curriculum and lectured in the discipline of Financial Planning for several universities and on line programs.

Tom is also an Arbitrator for the Financial Industry Regulatory Authority (FINRA).

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