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Individual Retirement Accounts Course

This newly revised course covers the changes prompted by The Economic Growth and Tax Relief Reconciliation Act of 2001 and the Re-proposed Required Minimum Distribution Regulations.  After successfully completing this training course, you will be able to:  describe the eligibility requirements and contribution limits for IRAs; understand the tax deductibility requirements of IRA contributions; identify the rollover contribution types and allowable distribution options; report the requirements for different types of IRAs; understand the tax consequences for premature distribution; compare the procedures, forms & disclosure requirements for opening different IRAs; and compare the advantages and disadvantages of each type of IRA.

Diploma Applications:  FSO

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Choose the delivery type that best suits your needs.  Tuition includes textbook (if applicable).
Webinar times are EST.  All other class times are local time.

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