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This presentation equips financial professionals with the technical knowledge and planning strategies needed to confidently guide clients who inherit IRAs and employer plan assets.
We will break down the classification of beneficiaries, including designated beneficiaries, eligible designated beneficiaries, and nondesignated beneficiaries. We will explore how each category dictates the timing and method of required minimum distributions (RMDs). You will learn how to preserve tax deferral opportunities by selecting the proper method for moving inherited IRAs.
Learning Objectives
Upon successful completion of this learning activity, you will confidently be able to:
- List the key questions needed to determine a beneficiary’s distribution options
- • Explain the distribution options available to each class of beneficiary
- • Identify unique planning opportunities for spouse beneficiaries
- • Apply the SECURE Act rules to help clients avoid costly errors
Presenter
Denise Appleby, MJ, APA, AKS, CISP, CRC®, CRPS®, CRSP
CFP® CE Credit
This content is eligible for one hour of CFP® continuing education (CE) credit.
If you hold the CFP® mark and would like to receive CFP Board CE credit for this content, please ensure your CFP® ID number is entered here.
The College’s Professional Recertification Program (PRP)
This content is eligible for one hour of PRP continuing education credit.
To begin, click on the button below. As you move through the content, make sure to mark each page complete by clicking on the appropriate button, and then click Next Lesson at the bottom of each page. Once you complete the entire activity, the progress bar will show 100%.
Course Title
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