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This course provides an overview of how to advise clients on key rollover decisions. Topics covered in this course include how to use the SECURE Act to attract large IRA rollover clients, NUA rules and strategies for employer stock, five NUA mistakes you cannot afford to make, 72(t) rules for early IRA and plan distributions, and an examination of 72(t) IRA rulings and court cases.

​Learning Objectives:

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

• Apply SECURE Act knowledge to attract large IRA rollover clients,
• Advise clients on key IRA rollover decisions, and
• Identify how best to use net unrealized appreciation and 72(t) in specific planning strategies.

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%.