This course explores some of the important tax planning considerations facing individuals who fall within the category “baby boomer,” generally considered to be those individuals born after World War II between 1946 and 1964. Individuals age 65 and older currently number approximately 40 million according to the federal government’s Administration on Aging; they make up around 13 percent of the U.S. population. The number of individuals age 65 and older is projected to increase to almost 70 million by 2030. Understand key considerations in rebalancing assets with an eye toward retirement, including strategies for capital gains within investment portfolios as well as the sale of a residence; Describe some of the special rules for retirement savings vehicles applicable to boomers; Identify medical deduction opportunities and strategies; Understand the taxation of Social Security benefits; Describe considerations in winding down participation in a business; Describe gift planning techniques for boomers; and Identify some estate planning strategies for boomers.