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Continuing Education credit — October 2023

As a subscriber to Financial-Planning.com, you can earn up to 12 hours of CE credit from the CFP Board and the Investments & Wealth Institute.

Please read the articles and answer the questions below. To find the related article, click on the hyperlinked title of the story – both online-only articles as well as stories published in the magazine.

You must answer 8 of the 10 questions correctly to qualify for CE credit.

Financial Planning does not email a certificate of completion. Please take a screenshot of the results screen, and keep the confirmation for your records. Financial Planning reports results to the CFP Board weekly. The board may take an additional two weeks to post results.

If you need assistance, please contact our Customer Success Team
1. Per Section 107 of the SECURE Act 2.0, what is the starting required minimum distribution age for people born in 1960 and later? *This question is required.
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2. Which of these is NOT considered an eligible designated beneficiary of a retirement account?  *This question is required.
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3. Per SECURE ACT 2.0, what is the current penalty for missing a required minimum distribution, if the person involved does not take advantage of the correction window? *This question is required.
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4. If a client is a first-time homebuyer, they may take up to this amount from their traditional IRA to use for a down payment without being charged a penalty. *This question is required.
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5. A single homeowner may deduct up to $250,000 on the profit of a home sale as long as the property was their primary home for at least this many years within a specific time period *This question is required.
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6. Eligible contracts and real estate developers who build or significantly reconstruct qualifying energy-efficient homes that they own, and then sell or lease the property to a resident, may receive a tax credit of up to how much, per the IRS? *This question is required.
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7. Per the U.S. tax code, an income filing is required for trusts with taxable income of at least this much. *This question is required.
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8. A person who goes from the ages of 62 to 70 years old without collecting one Social Security check will see this much of a percentage boost in their monthly payments. *This question is required.
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9. Married couples filing jointly whose combined adjusted gross income is more than $44,000 must pay taxes on this percentage of their Social Security benefits. *This question is required.
Related Content: 17 tax tips to manage the marriage penalty
10. Charges of 0.9% of wages for the additional Medicare tax and 3.8% on some net investment income apply to married couples earning this much annually. *This question is required.
Related Content: 17 tax tips to manage the marriage penalty
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