IRAs: Goldmine or Minefield

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The last few years have seen tremendous changes for IRAs.  From Secure Act to new RMD regulations, staying on top of the new rules is essential for every financial services professional.  It’s no secret that capturing individual retirement account (IRA) rollovers is one of the biggest business opportunities today.  The challenge lies in understanding all the rules and regulations that govern IRA transactions. In this presentation, we provide an overview of key IRA rules, regulations and what you need to know regarding recent changes. Even more important, we show you how to leverage IRA knowledge to attract individuals with eligible rollover assets, demonstrate benefits of working with a financial professional, and influence the value of personal guidance to beat the competition.

• Understand the impact of SECURE Act changes on IRAs
• Review recent changes to RMDs and how to address them with clients
• Overview of essential IRA rules to help avoid costly mistakes

Sponsored by:

Approved for 1 hour CE: CFP®, CFA®, CPWA®, CIMA®, CIMC®, RMA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®. 

The CFP Board® accepts the LIVE program for one hour of CE credit towards the CFP® certification. If you provide the required information during the webinar registration process and stay for the entire session we will report your attendance to these organizations. Investments & Wealth Institute® accepts this webinar for 1 hour of CE credit towards the CIMA®, CPWA®, CIMC®, and RMA® certifications. If you provide the required information during the webinar registration process and stay for the entire LIVE event we will report your attendance to IWI. If you watch the ON-DEMAND event please email us at [email protected] for the IWI® webinar ID to self-report your attendance.

Speakers

Ryan Bertrand, CFP®, CLU®
Vice President and Managing Director, Advanced Markets
Transamerica

Ryan joined the Transamerica Advanced Markets Group with more than a decade of experience in the financial services industry. Prior to joining Transamerica Capital, Inc., Ryan was a director at Jackson National Life Distributors Retirement and Wealth Strategies Group.

Ryan brings his experience to a highly professional group that focuses on estate planning, financial planning, taxation, retirement plans, and charitable planning. By focusing on these areas, he is able to identify business opportunities through the use of advanced financial planning strategies. Ryan is dedicated to helping representatives build their businesses and helping their clients by providing effective guidance, case design, and strategies.

Ryan’s background and experience provide an essential component for Advanced Markets. Working with the rest of the group, Ryan helps create a professional department that can provide assistance in financial planning, estate planning, taxation, retirement plans, and charitable giving.

Robert Huebscher
CEO and Founder
Advisor Perspectives

Robert Huebscher is the founder and CEO of Advisor Perspectives and serves as its editor-in-chief. He is a frequent speaker at industry conferences and has written extensively on topics including investment management, portfolio construction, financial planning and global economics.