What You Need to Know
- The new 12-course program focuses on the SECURE Act and CARES Act.
- The program covers everything from new backdoor Roth opportunities to stretch IRA provisions.
- IRA Success costs $195 per course or $2,100 for the entire program.
Ed Slott and Co. has teamed with The American College of Financial Services to launch a new financial education program for advisors called IRA Success.
The new continuing education-eligible, self-study program covers the latest retirement distribution and tax planning laws and strategies under the Setting Every Community Up for Retirement Enhancement (SECURE) Act and Coronavirus Aid, Relief and Economic Security (CARES) Act.
IRA Success “combines the expertise and clear-cut language” of IRA expert Slott, a CPA, president and founder of Ed Slott and Co. and founder of irahelp.com, and his team of IRA experts with American College’s “proven results in e-learning design and delivery,” they said in a joint announcement.
Slott also recently joined the American College faculty as professor of practice. In that role, he contributes to its Retirement Income Certified Professional program and supports its faculty focused on retirement distribution planning.
The new 12-course program focuses on the SECURE Act and CARES Act, covering everything from recognizing new backdoor Roth opportunities to identifying key beneficiary categories still eligible for stretch IRA provisions. Each course includes a video presentation, resources to use with clients and a digital course manual as an extensive reference tool.