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Our courses do not include the California Department of Insurance’s required one-hour Agents and Brokers Anti-Fraud Training. As such, the one hour of study of insurance fraud requirement will not be met upon completing our courses.
CE 151 Navigating the SECURE Act
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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.
Related Programs:
- CE: 1G
CE 152 Planning for the End of the Stretch IRA
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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.
Related Programs:
- CE: 1.5G
CE 153 IRA Beneficiary Examples, Mistakes, and Checklists
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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.
Related Programs:
- CE: 2G
CE 154 25 IRA Rules You Must Know (Part One)
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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.
Related Programs:
- CE: 2.5G
CE 155 25 IRA Rules You Must Know (Part Two)
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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.
Related Programs:
- CE: 2.5G
CE 156 25 IRA Rules You Must Know (Part Three)
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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.
Related Programs:
- CE: 3.5G
CE 157 Roth IRAs Conversions, 3 Questions to Ask, Estate Planning
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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.
Related Programs:
- CE: 1.5G
CE 158 Roth 401(k) Rules - IRA Update and Tax Planning Strategies
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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).
Related Programs:
- CE: 2.5G
CE 159 Naming Trusts as IRA Beneficiaries (Part One)
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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.
Related Programs:
- CE: 1.5G
CE 160 Naming Trusts as IRA Beneficiaries (Part Two)
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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.
Related Programs:
- CE: 2G
CE 161 Advising Clients on Key Rollover Decisions
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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.
Related Programs:
- CE: 2.5G
CE 162 Estate and Life Insurance Planning with IRAs
View Course Details
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.
Related Programs:
- CE: 1.5G
Our courses do not include the California Department of Insurance’s required one-hour Agents and Brokers Anti-Fraud Training. As such, the one hour of study of insurance fraud requirement will not be met upon completing our courses.
CE 151 Navigating the SECURE Act
View Course Details
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.
Related Programs:
- CE: 1G
CE 152 Planning for the End of the Stretch IRA
View Course Details
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.
Related Programs:
- CE: 1.5G
CE 153 IRA Beneficiary Examples, Mistakes, and Checklists
View Course Details
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.
Related Programs:
- CE: 2G
CE 154 25 IRA Rules You Must Know (Part One)
View Course Details
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.
Related Programs:
- CE: 2.5G
CE 155 25 IRA Rules You Must Know (Part Two)
View Course Details
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.
Related Programs:
- CE: 2.5G
CE 156 25 IRA Rules You Must Know (Part Three)
View Course Details
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.
Related Programs:
- CE: 3.5G
CE 157 Roth IRAs Conversions, 3 Questions to Ask, Estate Planning
View Course Details
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.
Related Programs:
- CE: 1.5G
CE 158 Roth 401(k) Rules - IRA Update and Tax Planning Strategies
View Course Details
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).
Related Programs:
- CE: 2.5G
CE 159 Naming Trusts as IRA Beneficiaries (Part One)
View Course Details
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.
Related Programs:
- CE: 1.5G
CE 160 Naming Trusts as IRA Beneficiaries (Part Two)
View Course Details
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.
Related Programs:
- CE: 2G
CE 161 Advising Clients on Key Rollover Decisions
View Course Details
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.
Related Programs:
- CE: 2.5G
CE 162 Estate and Life Insurance Planning with IRAs
View Course Details
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.
Related Programs:
- CE: 1.5G