Tax Treatment of Individual Retirement Arrangements
Credit Hours: 3
Field of Study: Taxes
Requires Prerequisites or Advanced Preparation: No
Delivery Method: Online PDF
Instructor: Paul Winn, CLU, ChFC
Upon completion of this course, you should be able to:
- Apply the rules governing eligibility for and contributions to traditional and Roth IRAs.
- Identify the requirements and benefits related to a spousal IRA.
- Apply the tax treatment rules concerning contributions to and distributions from traditional and Roth IRAs
- Distinguish between traditional and Roth IRA distribution rules.