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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)
Location Contact: CE by Design, LLC
Location Phone: 719.265.8406 | 515.462.3013
Guidelines
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