Natalie Choate: Planning for Retirement Benefits #111719
Course Details, Learning Objectives, Table of Contents
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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.
This course is based on the 8th edition (2019) of the book Life and Death Planning for Retirement Benefits by Natalie B. Choate.
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.
Author Supplements (included in course study guide)
CARES, SECURE, and New Life Expectacy Tables
Open link (above) to view Course Details, Learning Objectives, and Table of Contents.
Life and Death Planning for Retirement Benefits, by Natalie B. Choate, 8th 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 or have access to the book, or you purchase a subscription to the electronic edition from the publisher, you may purchase the “Online Exam Only” at a reduced price (see below).
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 course and 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