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As part of our transition to a new learning management system, access to courses, conferences, and certificates of completion is no longer available through your learning record. Registered participants now receive email communications with detailed instructions, access links, and certificates after a program.
If you have any questions, please contact Solutions Support at (800) 469-1352. We appreciate your continued support as we enhance your learning experience.
Advisors often ask clarifying questions as they increasingly gain an understanding of new and existing tax laws that govern IRAs. Some provisions see more questions than others due to their complexity, popularity, and level of impact on tax benefits. This course focuses on the top 20 of these questions and on SECURE Act 1.0, SECURE Act 2.0, and other hot topics. This course aims to help the advisor provide clients with the correct responses based on their IRA profiles.