Course Description
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This is a Beacon Hill Course-in-a-Book® –self-study CE courses based on popular industry books written specifically for financial advisors.
Note, the new 8th edition of the book for this course is expected to be available on 12/27/18. Your can pre-order the course ( #111719) by searching for course # 111719 on our Courses search page. The 7th edition is no longer avaialbe.
This course is based on the book Life and Death Planning for Retirement Benefits by Natalie B. Choate (7th edition).
The book is a professional advisor's guide to minimum required distributions, rollovers, Roth conversions, and dozens of other tax code creations that clients must navigate if they own an IRA or participate in a qualified retirement plan. After completing this course, the advisor will be better prepared to help clients defer or reduce taxes, avoid penalties, and preserve their retirement benefits. An author's update to the book, issued in February of 2015, is included.
Course Information
Open link (above) to view Course Details, Learning Objectives, and Table of Contents.
Course Text:
Life and Death Planning for Retirement Benefits, by Natalie B. Choate, 7th edition
Author's Website: AtaxPlan Publications
Course-in-a-Book™ courses include a hardcopy book, study guide, and an online exam.
If you already own the book or the e-Book, you may purchase just the online exam.
The e-Book version of the book is available from the publisher: Ataxplan Publications.
Field of Study: Retirement Planning, Tax Planning
Program Level of Complexity: Intermediate
This course is registered with the CFP Board (Course ID #197628).
