self study

This Quiz Is Only For Members Who Purchased The Estate Planning Masterclass

This Quiz Is Only For Members Who Purchased The Estate Planning Masterclass

This Quiz Is Only For Members Who Purchased The Estate Planning Masterclass

This Quiz Is Only For Members Who Purchased The Estate Planning Masterclass

This session featured credit expert Tiffany Cross and mortgage strategist John Thompson, who provided financial advisors with practical guidance on mortgage planning and credit score optimization. Attendees learned how to help clients improve credit scores, manage mortgage debt throughout life stages, and strategically use home equity in retirement.

This program fulfills the requirement for CFP Board approved Ethics CE. It has been designed to educate CFP® professionals on CFP Board's new Code of Ethics and Standards of Conduct effective October 1, 2019.

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.

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.

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.