Retirement Planning - Tax at Retirement online course
The purpose of this course is to equip the financial planner with the background theory, as well as a step-by-step practical approach to calculating the tax liability resulting from a retirement fund lump-sum benefit being taken from a retirement fund. The theory and approach are supported with practical examples as well as activities for completion by the planner.
Once you have successfully completed this course, you will be able to:
- Calculate the tax liability in respect of retirement fund lump-sum benefits in any scenario.
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