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This course is the first of three courses dedicated to the 25 IRA rules every financial professional must know. Students explore the first 10 rules, essential IRA planning strategies, the RMD aggregation rules, 5-year rule confusion after death, creditor protection of IRAs, and Medicaid treatment of retirement accounts.

​Learning Objectives:

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

• Articulate the basics of IRA distribution planning,
• Identify and avoid potential SEP and SIMPLE IRA mistakes, and
• Advise clients on year-of-death distributions.

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%.