On-Demand

Inherit Intelligently, Retire Powerfully

CPE: 2

Overview

Inherited retirement accounts have changed—and smart planning matters more than ever. In this course, Mike Harris, associate professor in charge of retirement studies at the College for Financial Planning, breaks down inherited retirement account planning under the SECURE Act and SECURE 2.0. Participants will gain clarity on complex distribution rules and learn actionable strategies to protect retirement savings while navigating taxes with confidence and compliance.

Product Code
1000005025
Credit Type
CPE: 2
CPE-Technical: 2
Format
Online Self-Study
Intended Audience
CPAs and other Financial Professionals looking to enhance their knowledge on the topic.
NASBA Field of Study
Specialized Knowledge
Level of Difficulty
Update
Prerequisites
Work experience in tax planning or tax compliance, or an introductory course in taxation.
Advance Preparation
None.

Learning Objectives

Identify key changes introduced by the SECURE Act and SECURE 2.0 affecting inherited retirement accounts and distribution rules.

Recognize strategies for using inherited retirement distributions to enhance retirement savings without increasing overall tax liability.

Identify factors that influence planning decisions for beneficiaries, including age, compensation, and access to employer-sponsored retirement plans.

Recall common compliance and planning considerations related to Roth strategies, charitable distributions, and required minimum distributions.

Additional Details

This prerecorded broadcast is provided through our partnership with Kaplan Professional Education. Please note the expiration date on this course.

Inherit Intelligently, Retire Powerfully

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Nonmember

Overview

Product Code

Credit Type

Format

Intended Audience

NASBA Field of Study

Level of Difficulty

Prerequisites

Advance Preparation

Learning Objectives

Additional Details