Natalie Choate: Planning for Retirement Benefits #111721
Course Details, Learning Objectives, Table of Contents
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This is a Beacon Hill Course-in-a-Book™ title: A self-study CE course that is based on an industry book that is popular with financial professionals.
For this Course-in-a-Book™ title, you have two purchase options:
- Purchase the "Hardcopy Book (mailed), Online Exam" or
- Purchase the "Online Exam ONLY (You Have the Book)" - In this case you already own the book or you will be purchasing the e-Book from the publisher.
(Also open the above link: Course Details, Learning Objectives, and Table of Contents.)
This course and exam are based on the book Life and Death Planning for Retirement Benefits, by Natalie B. Choate, 8th edition
Author's Website: AtaxPlan Publications
Includes the author's supplement: CARES: The Act + IRS Notices 2020-50 and -51, Life Expectancy Tables for 2021, and SECURE (updated 11/20/2020).
The book/course 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.
Field of Study: Retirement Planning, Tax Planning
Program Level of Complexity: Intermediate
This course is registered with the CFP Board (Course ID #257421).
Taking the Exam Online
Online exam is included in price and is accessed through your account.
The exam may be started, stopped, then resumed at a later date.
The exam is "open book," it is not timed, and it may be retaken if not passed (no charge).
Results (correct, incorrect answers), and certificate appear once you pass the exam.
CFP Board credits are reported weekly, if applicable.
How To Register Online
1. Enter Quantity
2. Select Purchase Option
3. Click Add to Cart
4. Click Begin Secure Checkout or Continue Shopping
5. If prompted, login (or Create an Account).
6. Return to "My Account" to view your online exam.
Discounts and shipping/handling, if applicable, are added during checkout
Hardcopy courses may also be purchased by phone: 800-588-7039 (Bus./EST)
|Hardcopy Book (mailed), Online Exam Price
|Online Exam ONLY (You Have the Book) Price