Articles in the 1st Quarter - April 2020 Issue:
Some of the topics covered in this issue:
Learn the elimination of age limits on the ability to make contributions to traditional IRAs; new distribution rules for IRA beneficiaries, including the 10-year distribution rule for some; who qualifies for the exception to the 10-year rule; how the beneficiary options changes affect spouse beneficiaries; and increase in the required beginning date (RBD).
Identify and better understand your own preferred communication style; identify strengths, limitations and preferences of four core communication styles we most often encounter; review and appreciate different communication strengths and weaknesses others bring to a relationship; review some proven questions to ask yourself for effectively “adapting” your communication style in retirement counseling interactions; and prepare yourself to build more trust and to reduce relationship tension.
Learn why do most employers deny most employees access to America’s most valuable benefits tax preference?; HSA Chicken or 401(k) Nest Egg: Which Comes First?; and HSAs are capable of “Quadruple Duty” – offering value for the rest of your life, and beyond.
1 hr CRC® Only Continuing Education Credit Reporting
After passing exam, reporting for CRC® CE credit is free. After purchase you will receive an email with a token. Please redeem token to take this course. You will receive another email explaining where to enter your CRC® ID.
Developed by: International Foundation for Retirement Education (InFRE)
Designed for: Advisors and Retirement Counselors
Your satisfaction guaranteed: We know that you will be pleased with your purchase of this product. If, however, you are not completely satisfied notify us within 30 days of your purchase to receive a full refund of your fee, less any CFP® CE reporting fee for the course that was filed prior to cancellation.
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