• Read more about CE 154 25 IRA Rules You Must Know (Part One)

This course is the first of three courses dedicated to the 25 IRA rules every financial professional must know. Students explore the first 10 rules, essential IRA planning strategies, the RMD aggregation rules, 5-year rule confusion after death, creditor protection of IRAs, and Medicaid treatment of retirement accounts. 000368 IRA Single Course 4 1.00 Retirement Planning Continuing Education Advanced Career Professional Yes No 0003681 2.5G

• Read more about CE 153 IRA Beneficiary Examples, Mistakes, and Checklists

This course provides an overview of the foundational IRA beneficiary knowledge needed to achieve IRA success for financial professionals and their clients.?Students identify the right questions to ask to avoid potential IRA beneficiary mistakes. 000367 IRA Single Course 3 1.00 Retirement Planning Continuing Education Advanced Career Professional Yes No 0003671 2G

• Read more about CE 152 Planning for the End of the Stretch IRA

This course examines planning for the end of the stretch IRA and discusses the application of the 10-year rule. Through a series of examples, students will learn how the SECURE Act’s post-death payout rules will assist their beneficiary clients. 000366 IRA Single Course 2 1.00 Retirement Planning Continuing Education Advanced Career Professional Yes No 0003661 1.5G

• Read more about CE 151 Navigating the SECURE Act

This course provides an overview of the CARES and SECURE Acts in 2022. Students gain insight on how this legislation up-ended long standing retirement rules. Other topics explored in this course include, Coronavirus-Related Distributions (CRDs), CRD income inclusion and repayment provisions, and the SECURE Act summary of key changes. 000365 IRA Single Course 1 1.00 Retirement Planning Continuing Education Advanced Career Professional Yes No 0003651 1G