Overview
It takes a while for advisors to gain an in-depth understanding of all the changes made to the tax laws that govern IRAs. This course focuses on the top 20 advisor questions about SECURE Act 1.0, SECURE Act 2.0, and other hot topics. The objective is to help the advisor ask the right probing questions when interacting with clients and to provide clients with responses based on their IRA profiles.
Prerequisites
None
Objectives
- Understand the new distribution options for beneficiaries, as clarified by the proposed RMD regulations for SECURE Act 1.0
- Communicate to clients new opportunities for participants and beneficiaries to avoid excise tax and costly penalties
- Talk to clients about implementing unique tax-saving opportunities for spouses and other eligible designated beneficiaries
- Be well versed in other recent developments that affect IRAs and employer plans
