Accredited Retirement Advisor Study Materials
The ARA Prep Course is written by leading CPAs, EAs, tax law, and ethics experts and published by the National Society of Accountants (NSA). This course covers topics relevant to retirement planning and special issues of senior citizens. Each chapter includes reference materials and review questions with answers and explanations.
Areas of study include tax planning and tax preparation for decedents, estates, and trusts, Federal Gift Tax, and more.
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Accredited Retirement Advisor (ARA) Course – Online/PDF version
Contains 27 Component(s):
- Disclaimer
- Chapter 1: Social Security
- Review Questions: Social Security
- Chapter 2: Medicare and Medicaid
- Review Questions: Medicare and Medicaid
- Chapter 3: Veterans Benefits
- Review Questions: Veterans Benefits
- Chapter 4: Long-Term Care
- Review Questions: Long-Term Care
- Chapter 5: Retirement Plans
- Review Questions: Retirement Plans
- Chapter 6: Personal Residence
- Review Questions: Personal Residence
- Chapter 7: Decedent’s Final Income Tax Return
- Review Questions: Decedent’s Final Income Tax Return
- Chapter 8: Basic of Estates, Trusts & Fiduciary Accounting
- Review Questions: Basic of Estates, Trusts & Fiduciary Accounting
- Chapter 9: Income Taxation of Estates and Trusts
- Review Questions: Income Taxation of Estates and Trusts
- Chapter 10: Federal Gift Tax
- Review Questions: Federal Gift Tax
- Chapter 11: Federal Estate Tax Returns
- Review Questions: Federal Estate Tax Returns
- Chapter 12: Tools of Estate Planning
- Review Questions: Tools of Estate Planning
- Chapter 13: Ethics and Professionalism in Serving Aging Clients
- Review Questions: Ethics and Professionalism in Serving Aging Clients
The ARA Prep Course is written by leading CPAs, EAs, tax law, and ethics experts and published by the National Society of Accountants (NSA). This course covers topics relevant to retirement planning and special issues of senior citizens. Each chapter includes reference materials and review questions with answers and explanations.

Accredited Retirement Advisor (ARA) Course – Book
Contains 27 Component(s):
- Disclaimer
- Chapter 1: Social Security
- Review Questions: Social Security
- Chapter 2: Medicare and Medicaid
- Review Questions: Medicare and Medicaid
- Chapter 3: Veterans Benefits
- Review Questions: Veterans Benefits
- Chapter 4: Long-Term Care
- Review Questions: Long-Term Care
- Chapter 5: Retirement Plans
- Review Questions: Retirement Plans
- Chapter 6: Personal Residence
- Review Questions: Personal Residence
- Chapter 7: Decedent’s Final Income Tax Return
- Review Questions: Decedent’s Final Income Tax Return
- Chapter 8: Basic of Estates, Trusts & Fiduciary Accounting
- Review Questions: Basic of Estates, Trusts & Fiduciary Accounting
- Chapter 9: Income Taxation of Estates and Trusts
- Review Questions: Income Taxation of Estates and Trusts
- Chapter 10: Federal Gift Tax
- Review Questions: Federal Gift Tax
- Chapter 11: Federal Estate Tax Returns
- Review Questions: Federal Estate Tax Returns
- Chapter 12: Tools of Estate Planning
- Review Questions: Tools of Estate Planning
- Chapter 13: Ethics and Professionalism in Serving Aging Clients
- Review Questions: Ethics and Professionalism in Serving Aging Clients
The ARA Prep Course is written by leading CPAs, EAs, tax law, and ethics experts and published by the National Society of Accountants (NSA). This course covers topics relevant to retirement planning and special issues of senior citizens. Each chapter includes reference materials and review questions with answers and explanations.
