• 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

• 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

• Read more about MSFP 554 Income Taxation

This course explores the strategies used by financial planners to help clients achieve greater tax efficiency. Topics include income tax concepts and calculations, income tax research methods, gross income realization, exclusions and deductions, passive activities, alternative minimum tax, tax considerations of business forms, taxable and non-taxable property transactions, compensation planning, family tax planning, audit risk, and dealing with the IRS. 000017 EPT^® MSFP MSFPP MSM Single Course 4 1.00 Retirement Planning Financial Planning Leadership Certificate Program Master's Degree Program Advanced Career Professional No No 0000173 0

• Read more about MSFP 543 Business Succession Strategies

This course covers advanced topics in business succession planning, provides an overview of gift and trust taxation to illustrate how charitable transfers facilitate business succession planning objectives, presents detailed coverage of family limited partnerships and limited-liability companies, and covers sales and gifts of business interests using discounting techniques. Students will discuss the use of executive benefit and retirement plan strategies to facilitate succession planning. While taking the course, students will complete three case studies that require them to imagine themselves as a person described in the case, followed by a final comprehensive case study. 000039 AEP BSP EPT^® MSFPP MSM Single Course 5 1.00 Philanthropic Planning Financial Planning Retirement Planning Leadership Master's Degree Program Certificate Program Advanced Career Professional Mid Career Professional No No 0000392 0