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Course Level :Basic
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Credits :0.2
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Instructional Method :Nano Learning
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Pre-requisites :None
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Advance Preparation :None
Published : February, 2023
Secure 2.0 have added options for surviving spouse beneficiaries to be treated as the deceased spouse when inheriting IRAs from their late spouse.
This option allows the surviving spouse to use the more advantageous Uniform Lifetime Table to calculate RMDs from the deceased spouse’s IRA.
Although the new regulations won't be in place until 2024, it's not too early to get familiar with them so that you can use this option to assist your customers in similar circumstances in the future. The new rules could be particularly beneficial if the younger spouse dies first or the surviving spouse remarries.
This CPE course by Drew Steven will cover the changes in the RMD rule, social security overview, spousal benefits, divorce benefits, and more.
At this time, Nano-learning is not accepted by all state boards. If you are not sure whether your state board accepts Nano-learning, you can ask your state board or visit the NASBA registry.
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 through its website: www.NASBARegistry.org.
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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