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Continuing Education credit — April 2024

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. According to Section 401(a)(9) of the Tax Code, which of these does NOT fall under the requirement to make a minimum distribution to beneficiaries in 2024 if the employee associated with the account dies before the required beginning RMD date? *This question is required.
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2. A client who has an IRA can set up a charitable remainder trust for their beneficiary. In this case, annual payouts to heirs are restricted to at least this percentage and not more than this percentage of the trust’s value. *This question is required.
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3. How many U.S. states currently charge their own estate or inheritance taxes? *This question is required.
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4. Per the Secure 2.0 Act, the balance limit on so-called stranded 401(k) accounts from former participants that plan sponsors are allowed to automatically roll into safe harbor IRAs is this much. *This question is required.
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5. Account holders may contribute to a health savings account after incurring this amount in medical expenses not paid by their high deductible health plan, assuming this is a single-coverage plan. *This question is required.
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6. HSA holders over this age may make additional contributions of $1,000 beyond the maximum amount for those who are younger. *This question is required.
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7. The Inflation Reduction Act and the Creating Helpful Incentives to Produce Semiconductors (CHIPS) Act allow taxpayers to transfer all or part of eligible manufacturing investment, clean energy investment and production tax credits to unrelated taxpayers for cash payments, for tax years starting after this date. *This question is required.
Related Content: IRS, Treasury finalize rules on energy tax credit transfers
8. The Inflation Reduction Act allows tax-exempt and governmental entities to receive elective payments for 12 clean energy tax credits. Businesses can also choose elective pay for a five-year period for which one of these credits. *This question is required.
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9. The S&P 500 dividend aristocrats index contains 67 corporations that have raised their dividends for at least this many years in a row. *This question is required.
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10. Which of these dividend stocks has had the highest one-year return as of March 8, 2024? *This question is required.
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