Converting IRAs to Indexed Universal Life Pros and Cons 2 Credits
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Are you looking for ways to make the most of your retirement savings? Do you want to learn how to avoid the dreaded "Tax Bomb" when converting your IRAs and tax-deferred savings into other retirement plans? Look no further! Our upcoming CPE webinar will provide you with the knowledge and tools you need to make informed decisions about your retirement savings.
Join us for an informative course that will cover the benefits of Roth conversion, as well as the differences between tax-deferred and after-tax retirement savings. Our expert speaker Drew Stevens will guide you through an easy-to-understand step-by-step procedure for converting your retirement plans, ensuring that you are equipped with the knowledge needed to make the best financial decisions for your future.
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Don't let retirement savings stress you out! Register now for our upcoming CE Tax webinar and learn how to make the most of your savings while avoiding costly mistakes. Our webinar is designed for professionals at all levels and is perfect for anyone looking to gain a deeper understanding of tax-deferred savings and retirement planning.
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.
Valid upto : Dec 31, 2024
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Dr. Drew Stevens founder of Wisdom to Wealth, works with individuals that grapple with finances and transforms them into wealthy professionals with the liquidity and lifestyle they desire to live with profound longevity to create a legacy. He specializes in coordinating Social Security and retirement income benefits. Drew holds the industry's most prestigious designation: NSSA© - National Social Security Advisor.
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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.
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.
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.
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.
EM
Excellent presentation about the many things to consider with retirement planning. I had not considered the benefits of Universal Life Insurance as part of that plan. The presenter is correct that we do a poor job with retirement planning. Financial planners like him who are also fiduciaries can really help clients to navigate this complex and vitally important topic. Thank you.
DR
Presentation was easy to follow. Handouts and Key terms were very useful and assisted me when taking the quiz.
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