Please sort based on type of credits you would like to earn. Be sure to watch video in it’s entirety, review handouts and take the quiz listed under the program by clicking the “Take Quiz” button.
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Retirement Savings and Income Planning
CREDIT HOURS: 2
CE Credit Type
This self-study course is a Premium course. We covered distribution rules for account owners and beneficiaries and portability (rollover and transfer) rules for IRAs and employer plans, but there are other rules that are equally important.
CREDIT HOURS: 2
CE Credit Type
This self-study course is a Premium course. Beneficiaries must take required minimum distributions (RMD) from the IRAs and employer plana account they inherit. However, the options for distributions are determined by the class in which a beneficiary fall.
Click link below to view the video of this webinar - To take the quiz in order to earn CE you must watch the videos in their entirety.
Click link below to download power point presentation related to webinar.
CREDIT HOURS: 2
CE Credit Type
This self-study course is a Premium course. Beneficiaries must take required minimum distributions (RMD) from the IRAs and employer plana account they inherit. However, the options for distributions are determined by the class in which a beneficiary fall.
Click link below to view the video of this webinar - To take the quiz in order to earn CE you must watch the videos in their entirety.
Click link below to download power point presentation related to webinar.
CREDIT HOURS: 2
CE Credit Type
This self-study course is a Premium course. Generally, distributions for IRA owners and plan participants' employer plans are optional until the account owner or plan participant reaches their applicable age to start the required minimum distribution (RMDs). Distributions made early can be subject to a 10% additional tax, but exceptions apply.
CREDIT HOURS: 2
CE Credit Type
This self-study course is a Premium course. When moving IRS and employee plan accounts, the goal is usually to retain tax-deferred status. But one wrong move, one simple mistake, can produce the opposite result—immediate taxability!
Medicare
CREDIT HOURS: 2
CE Credit Type
This self-study course is a Premium course.
CREDIT HOURS: 2
CE Credit Type
This self-study course is a Premium course.
Medicare, Medicare
CREDIT HOURS: 2
CE Credit Type
This self-study course is a Premium course. Enrolling in Medicare. Learning Objectives: Name three tips for comparing Medicare plans, Explain how to use the Medicare Plan Finder to assist clients with plan selection, Describe two tips for enrolling online in Medicare, Identify two forms for Medicare enrollment after age 65
CREDIT HOURS: 2
CE Credit Type
This self-study course is a Premium course. Enrolling in Medicare. Learning Objectives: Name three tips for comparing Medicare plans, Explain how to use the Medicare Plan Finder to assist clients with plan selection, Describe two tips for enrolling online in Medicare, Identify two forms for Medicare enrollment after age 65