Inherit Intelligently, Retire Powerfully
Available Until
Online
2.00 Credits
Member Price $69.00
Non-Member Price $89.00
Overview
Inherited retirement accounts have changed and smart planning matters more than ever. In this course, Mike Harris, associate professor in charge of retirement studies at the College for Financial Planning, breaks down inherited retirement account planning under the SECURE Act and SECURE 2.0. Participants will gain clarity on complex distribution rules and learn actionable strategies to protect retirement savings while navigating taxes with confidence and compliance.
Non-Member Price $89.00
Member Price $69.00