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SUMMARY: Surgent's Top 20 Questions Advisors Ask About the SECURE Acts and Other IRA Rules (2 hours)
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.  NOTE: This course qualifies for IRS CE (PTIN) credit. To receive IRS CE credit\, please email your PTIN to profdev@orcpa.org at the end of the course. Surgent will report credit at the end of each quarter.If you have questions\, you can contact Professional Development at 503-641-7200\, ext. 3 or email <a href="mailto:profdev@orcpa.org">profdev@orcpa.org</a>.
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