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Introduction to Financial & Estate Planning for IRAs

Ratings and Review

4.5

52 Ratings

Excellent

28

Very Good

19

Average

4

Poor

0

Terrible

0

JC

Julian Conner, IA LPA

Feb 27th, 2024

Vey knowledgeable instructor. Learned alot about RMD under this secure act.

DG

Dana Geyser, CPA (US)

Dec 13th, 2023

Very good presentation with flow-charts.

RS

Ricardo Smalls, CPA (US)

Oct 9th, 2023

Great class and instructor

ML

Michael Lam, Accountant/Bookkeeper/Tax Professionals

Nov 26th, 2023

Great Course!!

TC

Tres Carpenter, CFP® (US)

Mar 30th, 2024

Great slides

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2.5 Credits

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Subject Area

Taxes

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