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Insurance Continuing Education - Online
Insurance Continuing Education - Seminar
Insurance Continuing Education - Classroom
Insurance Continuing Education - Textbook
Live (classroom) Insurance Continuing Education, CFP Continuing Education, CLU/ChFC, CIMA, CPA and MCLE Continuing Education approved for presentation by executive and wholesaling teams and individuals

Course Information


Extending the IRA


Changes in the laws concerning the distribution of IRA assets can have a great impact on when they have to be distributed. This course explains the differences and what planning has to occur. The attendee will learn how the new calculations affect the amount of money that has to be distributed during the lifetime of the IRA owner as well as how to structure the IRA to reduce the amount they have to take if they wish to maximize the amount they pass on to their heirs. Insurance-based products such fixed and variable annuities are often used for IRAs. Applying for the initial IRA contract and servicing existing contracts require a thorough knowledge of the impact that the way the contract is set up and how it is administered.  

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