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Advanced RMD Techniques for High Net Worth Individuals 1 Credit

Advanced RMD Techniques for High Net Worth Individuals 1 Credit

  • Rating

    4.6
  • Reviewed on

    February, 2024
  • Subject Area

    Taxes

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Aug 16, 2024 | 02:00 PM ET

Learning Objective

  • To analyze the new rules for RMDs under Secure 2.0.
  • To discuss different tax-advantaged strategies for HNWI and RMDs.
  • To explain different non-tax-advantaged strategies for HNWI and RMDs.
  • To inspect the features and benefits of the strategies and corresponding talking points to use with clients.

Course Overview

The Secure 2.0 Act, passed in 2022, has brought significant changes to Required Minimum Distributions (RMDs), impacting high-net-worth individuals and their retirement planning. Under this Act, RMDs now commence at age 73 in 2023 and will gradually increase to age 75 by 2033. While this presents opportunities for extended tax deferral, it also introduces potential challenges for HNWI clients who may face higher tax brackets due to RMDs.

This CPE conference webinar, "Advanced RMD Strategies for High-Net-Worth Individuals," delves into effective strategies to shelter some or all of your high-net-worth clients' RMDs. Our expert speaker, Ilene Slatko, a seasoned entrepreneur and financial coach, will provide insights into the pros and cons of various strategies. You'll also gain valuable talking points to help your clients comprehend the advantages of each approach.

Key topics covered in this course:

  • The new rules for RMDs under Secure 2.0
  • Different tax-advantaged strategies for HNWI and RMDs
  • Different non-tax-advantaged strategies for HNWI and RMDs
  • The features and benefits of the strategies and corresponding talking points to use with clients

Whether you're an experienced retirement planner or just starting on your retirement advisory journey, this online webinar will equip you with the knowledge and tools to manage your HNWI clients' expectations and optimize their financial and tax plans in light of the Secure 2.0 Act. Join us to stay ahead in the ever-evolving landscape of retirement planning for high-net-worth individuals.

Looking to fulfill your Enrolled Agent (EA) Continuing Education (CE) requirements? MY-CPE online Enrolled Agent CE courses are the best for you. Earn EA CE Credits while enhancing your domain knowledge and expertise in diverse tax regulations and practices. Our courses are designed to provide you with the latest updates and deep insights to keep you ahead in your field. With flexible scheduling and a user-friendly platform, MY-CPE offers you a greater convenient and interactive learning experience. Join MY-CPE today and take the next step in advancing your career as an Enrolled Agent. 

  • 1 CPE Credit of Taxes for Certified Public Accountants (CPA-US)
  • 1 General Credit of Taxes for Accountant/Bookkeeper/Tax Professionals
  • 1 CE Credit of Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-01763-23-S)
  • 1 CE Credit of Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-01763-23-S)
  • 1 CE Credit of Retirement Savings and Income Planning for Certified Financial Planner (CFP-US) (Approval No. 327258)

    Valid upto : Dec 31, 2024

  • 1 CE Credit of Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-1406)
  • 1 CPD Credit of Taxes for Personal Financial Specialist (PFS)
  • 1 PL Credit of Retirement Planning for Chartered Financial Analyst (CFA)
  • 1 CE Credit of Retirement Planning for Chartered Financial Consultant (ChFC)
  • 1 CE Credit of Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-01763-23-S)
  • 1 CE Credit of Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-01763-23-S)
  • 1 CPD Credit for Trust and Estate Practitioners (TEP)
  • 1 CE Credit of Retirement Planning for Retirement Income Certified Professional (RICP)
  • 1 CE Credit of Taxes for Certified Wealth Strategist (CWS)
  • 1 CE Credit of Taxes for Certified Fiduciary and Investment Risk Specialist (CFIRS)
  • 1 CE Credit of Retirement Planning for Chartered Life Underwriter (CLU)
  • 1 CE Credit of Taxes for Certified Investment Management Analyst (CIMA) (Approval No. 23MYCPE041)

    Valid upto : Dec 31, 2024

  • 1 CE Credit of Federal tax-related matters for LTC (Approval No. GEHNZ-T-01763-23-S)
  • 1 CE Credit of Retirement Planning for Financial Services Certified Professional (FSCP)
  • 1 CE Credit of Retirement Planning for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC)
  • 1 CE Credit of Retirement Planning for Wealth Management Certified Professional (WMCP)
  • 1 CE Credit of Taxes for Certified Private Wealth Advisor (CPWA) (Approval No. 23MYCPE041)

    Valid upto : Dec 31, 2024

  • 1 CPE Credit of Taxes for Iowa Licensed Public Accountant (IA-LPA)
  • 1 CE Credit of Retirement Planning for Chartered Advisor in Senior Living (CASL)
  • 1 PL Credit of Retirement Planning for CIPM
  • 1 CE Credit of Taxes for Retirement Management Advisor (RMA) (Approval No. 23MYCPE041)

    Valid upto : Dec 31, 2024

  • 1 CE Credit of Retirement Planning for Chartered Advisor in Philanthropy (CAP)
  • 1 CPE Credit of Taxes for Maine Licensed Public Accountant (ME-LPA)
  • 1 CPE Credit of Taxes for Delaware Licensed Public Accountant (DE-LPA)
  • 1 CE Credit of Retirement Planning for Chartered Special Needs Consultant (ChSNC)

  • 1 CPE Credit of Taxes for Certified Public Accountants (CPA-US)
  • 1 General Credit of Taxes for Accountant/Bookkeeper/Tax Professionals
  • 1 CE Credit of Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-01763-23-O)
  • 1 CE Credit of Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-01763-23-O)
  • 1 CE Credit of Retirement Savings and Income Planning for Certified Financial Planner (CFP-US) (Approval No. 327258)

    Valid upto : Dec 31, 2024

  • 1 CE Credit of Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-1406)
  • 1 CPD Credit of Taxes for Personal Financial Specialist (PFS)
  • 1 PL Credit of Taxes for Chartered Financial Analyst (CFA)
  • 1 CE Credit of Taxes for Chartered Financial Consultant (ChFC)
  • 1 CE Credit of Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-01763-23-O)
  • 1 CE Credit of Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-01763-23-O)
  • 1 CPD Credit for Trust and Estate Practitioners (TEP)
  • 1 CE Credit of Taxes for Retirement Income Certified Professional (RICP)
  • 1 CE Credit of Taxes for Certified Wealth Strategist (CWS)
  • 1 CE Credit of Taxes for Certified Fiduciary and Investment Risk Specialist (CFIRS)
  • 1 CE Credit of Taxes for Chartered Life Underwriter (CLU)
  • 1 CE Credit of Federal tax-related matters for LTC (Approval No. GEHNZ-T-01763-23-O)
  • 1 CE Credit of Taxes for Financial Services Certified Professional (FSCP)
  • 1 CE Credit for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC)
  • 1 CE Credit of Taxes for Wealth Management Certified Professional (WMCP)
  • 1 CE Credit of Taxes for Chartered Advisor in Senior Living (CASL)
  • 1 CPE Credit of Taxes for Iowa Licensed Public Accountant (IA-LPA)
  • 1 PL Credit of Taxes for CIPM
  • 1 CE Credit of Taxes for Chartered Advisor in Philanthropy (CAP)
  • 1 CE Credit of Taxes for Chartered Special Needs Consultant (ChSNC)
  • 1 CPE Credit of Taxes for Maine Licensed Public Accountant (ME-LPA)
  • 1 CPE Credit of Taxes for Delaware Licensed Public Accountant (DE-LPA)

Additional Information

Credits

1

Course Level

Basic

Instructional Method

QAS Self Study
Group Internet Based

Pre-requisites

None

Advance Preparation

None

IRS APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: GEHNZ) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering aintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors.

About Instructor

For the past 35 years Ilene has provided financial literacy and investment education for individual clients to enhance their understanding of money, finances, and investments; and to organizations with a particular emphasis on retirement planning. She has worked for notable Washington, DC area investment companies in management and in building organizational depth in financial education. 

Ms. Slatko has significant experience in the areas of leadership development, team development, career development, executive coaching and talent management. She has expertise in designing learning solutions – virtual instructor-led training and instructor-led -- to meet the unique challenges of clients. She was a key provider of executive and employee education for The Southland Corporation, U.S. Mapping, Century 21, and ERA Real Estate. She has worked with executives and leaders in the areas of communication, selling, client management, leadership development, and team development. 

Ms. Slatko has extensive experience in Federal retirement programs and training federal employees. When the previous retirement system was replaced by FERS, Ilene was at the forefront of presentations to educate affected employees in their choices. She has been a trainer for retirement presentations at agencies throughout the DC area,

She has been a speaker at conferences including the Army Materiel Command Women’s Financial Day, Delaware Women’s Conference, and numerous youth financial literacy programs. Ms. Slatko is currently the host of a weekly Roku and Apple TV show called, The *It Show, the first financial program designed specifically for young women. In addition, she has been the Director of Training for companies in the financial and real estate fields. 

Ilene is an alumna of Marietta College where she studied Drama, Speech, and English. 

On Demand FAQs

What is Self Study (QAS)?

Self Study QAS (Quality Assurance Service) is a NASBA and other regulatory bodies approved program designed for Professionals to complete their Continuing Professional Education credits through self-paced, interactive courses that meet the highest standards of quality and compliance. We are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.

How do I earn CPE credits through self-study?

To earn CPE credits, you must complete the self-study course, pass the required assessments, and submit the necessary documentation. Credits are awarded based on the completion of course hours and successfully passing the assessments.

Are the self-study courses approved by NASBA and other regulatory bodies?

Yes, all our self-study courses are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the rigorous standards for quality and educational content set by these organizations.

What are the requirements to maintain compliance with self-study courses?

To maintain compliance, you must follow the guidelines set by NASBA and other regulatory bodies, which include completing the course within the specified timeframe, passing the assessments, and keeping accurate records of your learning activities.

How can I access my course completion certificates?

After successfully completing a self-study course and passing the assessments, you can access and download your course completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.

How are credits reported to governing bodies?

We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.

Live Webinar FAQs

What is a Live Webinar Group Internet-Based Credit?

A Live Webinar Group Internet-Based Credit is an interactive, real-time online seminar where professionals can earn Continuing Education credits by participating in live sessions led by experts in various fields. These sessions meet the standards set by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.

How do I earn credits through live webinars?

To earn credits, you must attend the entire live webinar, actively participate in any polls or questions, and complete any required evaluations or assessments. Credits are awarded based on your attendance and participation in the live session.

Are the live webinars approved by NASBA and other regulatory bodies?

Yes, all our live webinars are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the high standards for quality, interactivity, and educational content set by these organizations.

What are the requirements to maintain compliance with live webinar courses?

To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.

How can I access my webinar completion certificates?

After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.

How are credits reported to governing bodies?

We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.

Ratings and Review

4.6

Excellent

Very Good

Average

Poor

Terrible

SD

Stephanie Dunlap, CPA (US)

The objectives were covered, the presenter was easy to understand and I enjoyed being able to see the speaker.

CM

Craig Mauermann, ChFC

The advanced RMD webinar was a good refresher of a few things I’d forgotten.

Inclusions
  • Multiple Credits
    Multiple Credits

    Earn continuing education credits with flexibility. Choose from live webinars, on-demand courses, e-books, or podcasts to fit your learning style and schedule.

  • Certifications & Reporting
    Certifications & Reporting

    We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days - fastest in the industry.

  • Credit Tracker
    Credit Tracker

    Track and manage your compliance across all 50 states and over 100 designations. Our Credit Tracker keeps your CPE credits and compliance requirements always up-to-date.

  • Certificate Vault
    Certificate Vault

    Certificate Vault to upload, manage, and access certificates earned from various sources and an integrated credit tracker, allowing users to monitor and manage their credits conveniently for compliance.

  • Compliance Reminders
    Compliance Reminders

    Stay current with our automated reminder system. Receive timely alerts for your CPE requirements, ensuring you never miss a deadline.

  • Mobile App Access
    Mobile App Access

    The myCPE Mobile App allows you to learn on the go, providing access to educational content on Android and Apple iOS devices. You can learn anytime and anywhere, making it convenient for busy schedules.

  • Live Support
    Live Support

    Our support team is available via live chat, email, and phone from 9 AM to 5 PM ET. We're here to help with any questions or issues, ensuring you have a seamless experience.

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