self study

In this webinar, Medicare expert Melinda Caughill educated both financial advisors and their clients on the significant changes to Medicare taking effect in 2025, just in time for the Medicare Annual Enrollment Period. This session provided critical insights into how these changes will impact Medicare beneficiaries and the strategies you need to know to optimize your healthcare coverage.

This in-depth webinar on the IRS's newly issued final regulations for Required Minimum Distributions (RMDs), integrates rules from both the Secure Act and Secure 2.0 Act. This webinar, led by Denise Appleby, a renowned expert in retirement planning, provided a comprehensive overview of the latest changes and their implications for retirement account holders and beneficiaries.

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.

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!

This webinar, led by Diane Pappas, CDFA and Certified QDRO Specialist™, explores critical pitfalls and strategies for dividing retirement assets during divorce settlements. Attendees will gain insights into handling qualified and nonqualified plans, addressing state pension complexities, and crafting effective language for accurate asset division.

Most people underestimate their health care needs in retirement, so developing a personalized savings strategy that includes health care needs is crucial for working Americans. A Health Savings Account is perfectly suited to fill in the gap because of its unparalleled tax savings.

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.