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DTSTAMP:20260403T185010Z
DTSTART:20260422T170000Z
DTEND:20260422T190000Z
LOCATION: Surgent McCoy CPE\, LLC
SUMMARY: Surgent's Top 20 Questions Advisors Ask About the SECURE Acts and Other IRA Rules
DESCRIPTION: Advisors often ask clarifying questions as they increasingly gain an understanding of new and existing tax laws that govern IRAs. Some provisions see more questions than others due to their complexity\, popularity\, and level of impact on tax benefits. This course focuses on the top 20 of these questions and on SECURE Act 1.0\, SECURE Act 2.0\, and other hot topics. This course aims to help the advisor provide clients with the correct responses based on their IRA profiles.
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