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Required Minimum Distributions

June 22, 2023 @ 1:00 pm - 4:00 pm

Thu, Jun 22, 2023 1:00-4:00pm | US/Mountain

This course is CE approved for Three Life, A&H credits in CO, and General CE credits in Iowa. The content includes the changing RMD rules, the Secure Act 1.0 and Secure 2.0. IRS guidelines are covered for pensions and catch up contributions. Ideas using life insurance and annuities as part of retirement are also covered.

Colorado Course #54436
Mountain:  1:00 – 4:00; Tuition: $39.00

Iowa Course #84997
Central:  2:00 – 5:00; Tuition: $42.00, (includes filing fees)

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Details

Date:
June 22, 2023
Time:
1:00 pm - 4:00 pm