• Read more about CE 164 Comp. Exam-Ed Slott and Company IRA Success powered by The American College of Financial Services

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. 000378 IRA Single Course 13 1.00 Retirement Planning Continuing Education Advanced Career Professional No Yes 0003781 AL DE HI IN MD MS MT NC NE NH NM NY OK OR RI SC SD TX UT VT WI WY AZ CT ID PR WV KS IL ND PA 0

• Read more about CE 163 Ed Slott and Company IRA Success powered by The American College of Financial Services

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

• Read more about CE 162 Estate and Life Insurance Planning with IRAs

This course provides an overview on estate and life insurance planning with IRAs. Students explore using life insurance as a planning solution to replace the stretch IRA, how to plan for estate tax uncertainty, and the application of IRA strategies to increase insurance and annuity sales. 000376 IRA Single Course 12 1.00 Retirement Planning Continuing Education Advanced Career Professional Yes No 0003761 1.5G

• Read more about CE 161 Advising Clients on Key Rollover Decisions

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

• Read more about CE 160 Naming Trusts as IRA Beneficiaries (Part Two)

This course is the second of two courses on naming trusts as IRA beneficiaries. Students differentiate conduit vs. accumulation trusts, examine how to determine RMDs when a trust is the IRA beneficiary, and how to avoid the major IRA trust mistakes that your peers constantly make. In addition, the SECURE Act effect on IRA trusts will be reinforced with practical examples. 000374 IRA Single Course 10 1.00 Retirement Planning Continuing Education Advanced Career Professional Yes No 0003741 2G

• Read more about CE 159 Naming Trusts as IRA Beneficiaries (Part One)

This course is the first of two courses on naming trusts as IRA beneficiaries. In this course, students engage with the basic IRA trust planning concepts, including knowing how to explain options to clients to determine the necessity of an IRA trust, how to set it up, and communicate with the beneficiary after the IRA owner’s death. 000373 IRA Single Course 9 1.00 Retirement Planning Continuing Education Advanced Career Professional Yes No 0003731 1.5G

• Read more about CE 158 Roth 401(k) Rules - IRA Update and Tax Planning Strategies

This course provides and overview of Roth 401(k) planning and includes a review of the latest tax rule changes and planning opportunities. Students gain insight on the 'mega back-door Roth' and evaluate contributions and distribution rules for a popular list of Roth company plans. In addition, this course includes charitable IRA planning strategies using qualified charitable distributions (QCDs). 000372 IRA Single Course 8 1.00 Retirement Planning Continuing Education Advanced Career Professional Yes No 0003721 2.5G

• Read more about CE 157 Roth IRAs Conversions, 3 Questions to Ask, Estate Planning

In this course, students explore the ordering rules for the Roth IRA distributions. The topics covered in this course include Roth IRA tax planning after the SECURE act, three questions to ask in every Roth conversion evaluation, who should and who should not convert, and estate planning with Roth IRAs. 000371 IRA Single Course 7 1.00 Retirement Planning Continuing Education Advanced Career Professional Yes No 0003711 1.5G

• Read more about CE 156 25 IRA Rules You Must Know (Part Three)

In this final course dedicated to the 25 IRA rules, students focus on key information on splitting IRAs, spousal rollovers, tax breaks for IRA and plan beneficiaries, 60-day rollover relief, and correcting excess IRA contributions. 000370 IRA Single Course 6 1.00 Retirement Planning Continuing Education Advanced Career Professional Yes No 0003701 3.5G

• Read more about CE 155 25 IRA Rules You Must Know (Part Two)

This course resumes the examination of the 25 IRA rules every financial professional must know. Students explore the 5-year rules for Roth IRAs, qualified domestic relations orders or QDROs, non-spouse beneficiary rollover rules, and goes in-depth on the 10% early distribution penalty exceptions including cases and planning ideas. 000369 IRA Single Course 5 1.00 Retirement Planning Continuing Education Advanced Career Professional Yes No 0003691 2.5G