Free Resources For Tax And Financial Professionals
Earn The 12-Credit Financial Counseling Certificate On-Demand
Learn The Latest Estate Tax Strategies
Thursday, July 21, 2022 4PM EST |
CFP® Live CPA IWI IRS EA |
Program Id: 391378091 |
Planning for post-mortem distributions in IRAs changed significantly with The U.S. Treasury Department release in April of proposed regulations implementing the SECURE Act.
The long-anticipated proposed regulations require reviewing beneficiary designations and updating estate plans. This class includes:
● a review of how the new regulations are structured
● flowcharts to distill the new rules to common practical situations
● new 10-year distribution rules
● planning for a surviving spouse
● planning to capture exceptions to the new 10-year rule
● 22 practical examples to make the new rules easy to absorb
Bear Markets And Financial Psychology |
Investor Personality Asessment Platform |
Lessons From Past Events That Predict The Future |
RIA Chief Compliance Officer Certificate Course |
Life Insurance Policy Evaluation Certificate Course |
Since 2009, Advisors4Advisors has streamed CE webinars approved for credit by CFP Board, IWI, and NASBA.
-- CFP®, CPA, CPA/PFS, CIMA®, CFA® continuing education credit live or on-demand
-- Fritz Meyer, Craig Israelsen, Bob Keebler, Frank Murtha
-- CE badges
-- Classes added when S&P 500 corrects 10% and in times of crisis
-- CE aligned with FINRA-reviewed content from Advisor Products
-- earn and maintain Certified Financial Counselor™ certificate