CE 163 Ed Slott and Company IRA Success powered by The American College of Financial Services

Ed Slott and Company’s IRA Success powered by The American College of Financial Services is a 12-course program dedicated to enriching the knowledge of the financial professional. Through applied, actionable education on the latest tax rules, laws, court cases, and IRA planning strategies, students acquire the skills to successfully meet their clients’ needs. The program contains a robust, action-oriented manual for each course, resource materials, a video presentation from Ed Slott and his team of IRA experts, and access to the most frequently asked questions on course topics. With this course you will receive access to all 12 courses listed below including CE 164, the comprehensive exam. You must complete all the courses including the exam to earn credit for CE 163.CE151: Navigating the SECURE ActCE152: Planning for the End of the Stretch IRACE153: IRA Beneficiary Examples, Mistakes, and ChecklistsCE154: 25 IRA Rules You Must Know (Part One)CE155: 25 IRA Rules You Must Know (Part Two)CE156: 25 IRA Rules You Must Know (Part Three)CE157: Roth IRAs: Conversions, 3 Questions to Ask, Estate PlanningCE158: Roth 401(k) Rules / IRA Update and Tax Planning StrategiesCE159: Naming Trusts as IRA Beneficiaries (Part One)CE160: Naming Trusts as IRA Beneficiaries (Part Two)CE161: Advising Clients on Key Rollover DecisionsCE162: Estate and Life Insurance Planning with IRAsCE164 Comprehensive Exam for Ed Slott and Company’s IRA Success