Retirement Income Specialist (RIS) The RIS curriculum now emphasizes tax-efficient withdrawal sequencing across multiple account types? a shift reflecting the SECURE Act’s impact on inherited IRAs and RMD calculations. Advisors discover how recent regulatory changes reshape strategies for clients managing substantial retirement portfolios across traditional, Roth, and taxable accounts.
| Exam Name | Retirement Income Specialist |
| Exam Code | RIS |
| Format | PDF & Practice Test Engine |
| Target Year | 2026 Updated |
| Features | 100% Verified Q&As |
