This is session four of a four-part masterclass with expert Denise Appleby that will provide a comprehensive review of the distribution and portability rules for Traditional IRAs, Roth IRAs, and Employer Plans. In this session, Denise will explain uncommon IRA strategies and often overlooked opportunities. Advisors who attend this session will learn about: (1) Myths about the back-door Roth conversion strategies, (2) Common questions about SECURE Act 1.0 and 2.0, (3) Critical gaps that must be filled to protect clients’ IRA savings and (4) Key IRA planning strategies for the year
*CE/CPE Eligible: 2.0 CE credits are available to FEN Members with these designations: IAR, CFP, CLU, ChFC and RICP. CPA members will earn 2.0 CPE credits.
Field of Study: Specialized Knowledge
Prerequisites: There are no prerequisites for this session.
Advanced Preparation: None
Program Level: Basic
Delivery Method: Group Internet Based
NASBA Approved
Financial Experts Network (Sponsor Id#: 145173) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
Learning objectives
Advisors who attend this session will learn about
- Myths about the back-door Roth conversion strategies
- Common questions about SECURE Act 1.0 and 2.0
- Critical gaps that must be filled to protect clients’ IRA savings.
- Key IRA planning strategies for the year