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    TACFS

    CE 161 Advising Clients on Key Rollover Decisions

    CE 161 Advising Clients on Key Rollover Decisions

    $205.00 USD
    $205.00 USD
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    This course provides an overview of how to advise clients on key rollover decisions. Topics covered in this course include how to use the SECURE Act to attract large IRA rollover clients, NUA rules and strategies for employer stock, five NUA mistakes you cannot afford to make, 72(t) rules for early IRA and plan distributions, and an examination of 72(t) IRA rulings and court cases.

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