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November 05, 2024
The SECURE Act’s 10-Year Rule is changing the timeframe over which distributions from many inherited retirement accounts may be spread. For some clients, this may mean less of the money they pass on will actually reach their beneficiaries after taxes. Gain key insights on how to help your clients achieve improved outcomes in this on-demand webcast exclusively on Knowledge Hub+.
Tuesday, October 29, 2024, from 2:00 p.m. - 3:00 p.m. ET
Join Professor of Practice Jeffrey Levine, CFP®, CPA/PFS, ChFC®, RICP®, CWS, AIF, BFA™ to discuss current categories of beneficiaries and the post-death distribution rules that apply to each group, methods beneficiaries can use to minimize taxes on future distributions, how retirement account owners can proactively help reduce the future tax burden on their beneficiaries, and more.
This webcast is only available in Knowledge Hub+. Log into Knowledge Hub+ via your Learning Hub.
What is Knowledge Hub+?
Knowledge Hub+ is a just-in-time learning and CE platform developed by The American College of Financial Services that curates the wisdom of leading academics, change-makers and innovators, financial planning experts, and practice management leaders into one easy-to-use learning experience for financial professionals.
Knowledge Hub+ delivers the added value of automated reporting of CE credit to the CFP Board and The College’s records, making it easier for financial professionals to fulfill their thirty-hour CE requirements every two years without administrative headaches.
With exclusive live events and new content added quarterly, there’s always something new to learn with Knowledge Hub+.
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