Individual Retirement Accounts
SKU: CPE-06-154
Credit Hours: 4
Level: Basic
Category: Taxes
Requires Prerequisites or Advanced Preparation: No
Delivery Method: Online Video
Instructor: Andrew Clark, EA.
Course Description:
This 4 hour course will review the following types of IRA accounts: Traditional IRAs, Roth IRAs, SIMPLE IRAs and SEP IRAs. This course will also describe who is allowed to open and contribute to an IRA account during the taxable year as well as when taxpayers are permitted to take distributions from an IRA account.
This course will cover the following topics:
- Overview of Traditional IRAs and Retirement Planning
- IRA Contributions and Limits
- Rollovers
- Transfers, Recharacterizations, and Distributions
- Penalties
- Overview of Roth IRAs
- Rollovers and Recharecterizations
- SIMPLE Plans and SEPs