George Nichols III, President and CEO at
IRA Success is an innovative, continuing education eligible, self-study program covering the latest retirement distribution and tax planning laws and strategies under the SECURE Act and CARES Act. It combines the expertise and clear-cut language of America's IRA Expert Ed Slott, CPA, founder of irahelp.com and Professor of Practice at
"The College is proud to partner with industry leader Ed Slott and his team, who have educated millions on the second half of retirement planning, to offer a one-of-a-kind educational program in the financial services industry," said Nichols. "The IRA is a valuable retirement planning vehicle full of opportunities and obstacles currently owned by one-in-three
With an emphasis on the SECURE Act and CARES Act, the 12-course program covers everything from recognizing new backdoor Roth opportunities to identifying key beneficiary categories still eligible for stretch IRA provisions. Each course comes with a video presentation, resources to use with clients and a digital course manual as an extensive reference tool.
"The financial industry has seen sweeping legislation and policy changes in recent years that have completely changed the retirement planning landscape. Now, more than ever before, financial professionals need access to the latest information available so they can serve clients in their best interest," said Slott. "I am proud to partner with The College to provide the training advisors need on a robust e-learning platform."
As a leading source of timely IRA expertise and analysis to financial advisors, institutions, and consumers, Slott and his team greatly expand The College's knowledge offerings by providing practical, easy-to-understand information on IRA and retirement distribution planning. This program will help financial professionals prepare their clients to secure hard-earned retirement savings and navigate potential tax pitfalls. IRA Success costs