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This course offers a comprehensive overview of the major changes to the tax code for the upcoming year. Students will explore new contribution limits, detailed summaries of the latest tax amendments, and their significant impact on distributions. The course also provides critical insights into how these changes will affect clients, equipping students with the knowledge to navigate and advise on tax-related matters effectively.

​Learning Objectives:

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

• Interpret what the IRS RMD rules mean for beneficiaries
• Identify and discuss SECURE Act planning strategies
• Describe the three kinds of retirement plan beneficiaries for determining post-death payouts.

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%.