Natalie Choate: Planning for Retirement Benefits #111716
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 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.
Open link (above) to view Course Details, Learning Objectives, and Table of Contents.
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).
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