The last few years have seen tremendous changes for IRAs. From Secure Act to new RMD regulations, staying on top of the new rules is essential for every financial services professional. It’s no secret that capturing individual retirement account (IRA) rollovers is one of the biggest business opportunities today. The challenge lies in understanding all the rules and regulations that govern IRA transactions. In this presentation, we provide an overview of key IRA rules, regulations and what you need to know regarding recent changes. Even more important, we show you how to leverage IRA knowledge to attract individuals with eligible rollover assets, demonstrate benefits of working with a financial professional, and influence the value of personal guidance to beat the competition.
- Understand the impact of SECURE Act changes on IRAs
- Review recent changes to RMDs and how to address them with clients
- Overview of essential IRA rules to help avoid costly mistakes
Sponsored by:
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Approved for 1 hour CE: CFP®, CFA®, CPWA®, CIMA®, CIMC®, RMA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®.
The CFP Board® accepts the LIVE program for one hour of CE credit towards the CFP® certification. If you provide the required information during the webinar registration process and stay for the entire session we will report your attendance to these organizations. Investments & Wealth Institute® accepts this webinar for 1 hour of CE credit towards the CIMA®, CPWA®, CIMC®, and RMA® certifications. If you provide the required information during the webinar registration process and stay for the entire LIVE event we will report your attendance to IWI. If you watch the ON-DEMAND event please email us at cecredit@advisorperspectives.com for the IWI® webinar ID to self-report your attendance.
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