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This course is the first of two courses on naming trusts as IRA beneficiaries. In this course, students engage with the basic IRA trust planning concepts, including knowing how to explain options to clients to determine the necessity of an IRA trust, how to set it up, and communicate with the beneficiary after the IRA owner’s death.

​Learning Objectives:

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

• Articulate the separate account rules for multiple IRA beneficiaries,
• Execute the process of naming trusts as beneficiaries, and
• Inform your clients and centers of influence on how the SECURE Act impacts IRA trusts.

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%.