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This course provides an overview of the SECURE Act. Students gain insight on how this legislation up-ended long standing retirement rules. Other topics explored in this course include Eligible Designated Beneficiaries (EDBs) and the SECURE Act summary of key changes.

​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%.