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This course reviews gifts of Retirement Plans. You will learn when they make good gifts and how to accept them. The course includes information about:
- Overview of Retirement Plans
- Who, Why, When
- Tax Issues
- How To Accept
- Roth Versus Traditional
- Questions to Ask Your Donors
- Things You Must Know About Retirement Plans
- Case Studies
Completion of this course is applicable for 1.0 points in Category 1.B – Education of the CFRE International application for initial certification and/or recertification.
Guided Learning Courses are available to premium members.