7 Essential IRA Planning Strategies for 2026 (CFP® CE) 

This webinar is part of our Kitces CE Webinar Series, bringing trusted industry leaders to the Wealthbox community for practical insights and CE credit on topics that matter to today’s advisory firms. For more than 40 years, IRAs have been available as a retirement-savings vehicle, but the rules surrounding them are constantly changing, and they are incredibly – and deceptively – complex.

Each year, client mistakes, advisor errors and oversights by financial institutions cost clients millions of dollars in unnecessary taxation. This session seeks to reverse that trend by helping advisors to identify and avoid 7 of the most frequent and costly IRA mistakes.

This webinar will cover:

1. Learn the costly RMD errors many advisors make, without even knowing it
2. Identify surprising implications for creditor protection when moving retirement assets
3. Explore common mistakes made when spouses inherit retirement accounts
4. Discover other costly IRA errors that can derail a client’s retirement plan

This webinar is eligible for one CFP® CE credit. A live participant is required to attend the entire virtual event to receive credit. A designated note-taker is not permitted to replace live attendance and will result in no credit given.