Ed Slott and Company’s IRA Success powered by The American College of Financial Services is a 12-course program dedicated to enriching the knowledge of the financial professional. Through applied, actionable education on the latest tax rules, laws, court cases, and IRA planning strategies, students acquire the skills to successfully meet their clients’ needs. The program contains a robust, action-oriented manual for each course, resource materials, a video presentation from Ed Slott and his team of IRA experts, and access to the most frequently asked questions on course topics. With this course you will receive access to all 12 courses listed below including CE 164, the comprehensive exam. You must complete all the courses including the exam to earn credit for CE 163. CE151: Navigating the SECURE Act CE152: Planning for the End of the Stretch IRA CE153: IRA Beneficiary Examples, Mistakes, and Checklists CE154: 25 IRA Rules You Must Know (Part One) CE155: 25 IRA Rules You Must Know (Part Two) CE156: 25 IRA Rules You Must Know (Part Three) CE157: Roth IRAs: Conversions, 3 Questions to Ask, Estate Planning CE158: Roth 401(k) Rules / IRA Update and Tax Planning Strategies CE159: Naming Trusts as IRA Beneficiaries (Part One) CE160: Naming Trusts as IRA Beneficiaries (Part Two) CE161: Advising Clients on Key Rollover Decisions CE162: Estate and Life Insurance Planning with IRAs CE164 Comprehensive Exam for Ed Slott and Company’s IRA Success 000377 IRA Single Course 14 13.00 Retirement Planning Continuing Education Advanced Career Professional Yes Yes 0003771 AL AR DE HI IN KS MD MS MT NC NE NH NM NY OK OR RI SC SD TX UT VT WI WY AZ CT ID PR WV IL ND PA 27.5G