This course provides an overview of how to advise clients on key rollover decisions. Topics covered in this course include how to use the SECURE Act to attract large IRA rollover clients, NUA rules and strategies for employer stock, five NUA mistakes you cannot afford to make, 72(t) rules for early IRA and plan distributions, and an examination of 72(t) IRA rulings and court cases. 000375 IRA Single Course 11 1.00 Retirement Planning Continuing Education Advanced Career Professional Yes No 0003751 2.5G