Ed Slott and Company’s IRA Success | Ed Slott and Company, LLC

Ed Slott and Company’s IRA Success

POWERED BY THE AMERICAN COLLEGE OF FINANCIAL SERVICES

 

Applied IRA Knowledge On Demand

Ed Slott's IRA Success

Most financial advisors are focused on asset accumulation, but significant business-building opportunities also lie in the distribution phase. One in three households own an IRA - a ticking time bomb of tax liability in need of your professional expertise.

Ed Slott and Company's IRA Success, powered by The American College of Financial Services, is an innovative 12-course program that combines the expertise and clear-cut language of Professor of Practice Ed Slott, CPA and his team of IRA Experts with The College’s proven pedigree in e-learning design and delivery.

Benefits

  • 12 courses on IRA tax laws and rules, complete with ready-to-go action plans
  • Video presentations with Ed Slott, CPA, and his team
  • Robust resources that include charts and 100 frequently asked questions
  • Course manuals called a “goldmine” by industry peers
  • Assessments to test your knowledge 
  • A mobile-first platform for learning anytime, anywhere
  • Valuable continuing education credits

Courses

IRA Success offers a variety of CE credits per course or for the entire program:

Full 12-Course Program CE163: Ed Slott and Company’s IRA Success

Individual Courses:

  • CE151: Navigating the CARES and SECURE Acts in 2021
  • CE152: Planning for the End of the Stretch IRA
  • CE153: IRA Beneficiary Examples, Mistakes, and Checklists
  • CE154: 25 IRA Rules You Must Know (Part One)
  • CE155: 25 IRA Rules You Must Know (Part Two)
  • CE156: 25 IRA Rules You Must Know (Part Three)
  • CE157: Roth IRAs: Conversions, 3 Questions to Ask, Estate Planning
  • CE158: Roth 401(k) Rules / IRA Update and Tax Planning Strategies
  • CE159: Naming Trusts as IRA Beneficiaries (Part One)
  • CE160: Naming Trusts as IRA Beneficiaries (Part Two)
  • CE161: Advising Clients on Key Rollover Decisions
  • CE162 Estate and Life Insurance Planning with IRAs

Continuing Education Credit

The American College: 1 Credit Per Course (12 Credits Per Program)

Credit hours can go towards Professional Recertification continuing education requirements for CAP®, CASL®, ChFC®, ChSNC®, CLF®, CLU®, FSCP®, RICP®, and WMCP® designee holders.

For more information on The College’s Professional Recertification Program, visit TheAmericanCollege.edu/Recertification.

CFP®: 27.5 Credits for Full Program Enrollees
CFP® credits for individual courses vary.

INSURANCE CREDIT BY STATE

Coming soon! Only available to professionals who complete all 12 courses.

To learn more about up-to-date CE availability, visit TheAmericanCollege.edu/IRASuccess.

The New Retirement Saving Time Bomb


Enroll in the full program by April 30 to receive a signed copy of Ed’s new book!

 

 

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