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This course examines planning for the end of the stretch IRA and discusses the application of the 10-year rule. Through a series of examples, students will learn how the SECURE Act’s post-death payout rules will assist their beneficiary clients.

​Learning Objectives:

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

• Explain how post-death payouts work under the SECURE Act,
• Apply the 10-year payout rule with your clients, and
• Navigate how post-death payouts may change based on the type of beneficiary you are working with.

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%.