Course Overview

This course delivers comprehensive instruction on designating beneficiaries for IRAs (Individual Retirement Arrangements), employer-sponsored plans and tax-preferred accounts. Whether your company manages clients that name beneficiaries, or advises investors on legacy planning, this designation training helps professionals develop proficiency.

In this expert course, you will learn:
• Why benefactors may avoid probate by naming a beneficiary
• Every beneficiary that can be legally named besides individuals
• The most important information for naming a beneficiary
• How important spousal consent is in certain states
• Which additional levels of taxation a named beneficiary may determine

Course Details

  • 52 Minutes of Instruction

  • 1 Continuing Education (CE) Credit

  • $99

  • Advanced Level

  • CISP, CTFA, & CRSP Designations

Course Syllabus

  • 1

    Beneficiary Designations Trust and Estate Issues

    • Getting Ready with Course Resources

    • Agenda

    • Purpose of a Beneficiary Designation

    • Types of Beneficiaries

    • Types of Beneficiaries Continued

    • Community of Marital Property Law

    • Other Designation Issues

    • Retirement Plans Levels of Taxation

    • Summary

    • Beneficiary Designations Trust and Estate Issues Quiz