Cannon Financial Institute

Embracing Change: Spousal Rollovers, Stretch Rules and the New Estate Tax Exemptions

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Understanding tax law is an essential part of your day to day responsibilities. Advisors need to be sure they understand and can maximize the spousal rollover and stretch rules. The course will establish the depth and breadth of the opportunity in the marketplace today, to capture the spousal rollover market as well as the future demographic of the baby boom generation.  The rules are intricate and complicated.  In this course, we will explain the six retirement plans and IRA provisions created by the Tax Cuts and Jobs Act of 2017.  Additionally, since the inheritance tax has been expanded to such a degree, we will focus on why inheritance rules for IRAs and QRPs is more important than ever and review the intricacies of inheritance rules for IRAs and QRPs Under IRC Sections 401(a)(9) and 408(a)(6) inherited traditional Roth IRAs.

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This course qualifies for the following CE credits:
AFIM® CE: 2.5 HRS
CTFA™ CE: 2.5 HRS
CRSP™ CE: 2.5 HRS
CISP™  CE: 2.5 HRS
CFP® CE: 1.0 HR
FIRMA® CE: 2.5 HR
CWS® CE: 2.5 HR

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