Self-study exam based on a thorough understanding of articles on the specific topics of: retirement distribution rules and taxation; retirement income and distribution strategies, financial services regulations and requirements; and fiduciary.

• Apply tax-efficient withdrawal strategies for retirees with traditional 401(k)/IRAs, Roth 401(k)/IRAs, and taxable accounts
• Discover the optimal withdrawal strategy for various types of clients, from a tax-planning and longevity planning perspective
• Examine why safety-minded investors should enter retirement with a higher stock allocation than what is currently used in most investment funds
• Implement fiduciary standards to client relationships by understanding the role played by product providers