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This course offers a more in-depth look at how to leverage life insurance to help clients maximize the tax-free benefits of converted Roth IRAs, aiming to build larger retirement accounts. It includes detailed analysis of real-world cases that insurance professionals have encountered, providing a deeper understanding of effective strategies and solutions.

​Learning Objectives:

Upon successful completion of this course, you will confidently be able to:

• Execute Roth IRA conversions from company plans,
• Navigate Roth 401(k), Roth 403(b), and Roth 457(b) contribution and distribution rules, and
• Implement the latest IRA tax law changes into clients’ retirement distribution planning.

Course Syllabus

To begin, click on Course Material below. As you move through the lessons, make sure to mark each lesson complete, and then click Next Lesson at the bottom of each page. Once you complete the entire course, the progress bar will show 100%.