Self-Study CPE Courses for Financial and Tax Professionals

Federal Tax Law: Individual Retirement Plans NEW! View Table of Contents [ Print This Page ] CPE Credit: CFP®: 2 CPA:   2.5 EA:     3 RTRP:     3 ERPA:     3 Licenses: Certified Financial Planner® Certified Public Accountant Enrolled Agent Registered Tax Return Preparer Enrolled Retirement Plan Agent Course Description (scroll down to order) Course publication/revision date: This course was updated on 1/02/2013 (covers 2013 taxes) . Federal Tax Law: Individual Retirement Plans examines the taxation of individual retirement arrangements (IRAs). In so doing, it discusses traditional and Roth IRAs, addressing the federal rules concerning: contribution limits and tax treatment; tax treatment of traditional IRA distributions, including regular, early and lifetime required minimum distributions; tax treatment of qualified and nonqualified Roth IRA distributions; required distributions at death; and IRA rollovers. A final examination covering the course material is administered. Learning Objectives and Course Content    Open "View Table of Contents" window at top of page. Course text: (34 pages): glossary; review questions, answers, and explanations. Author: Paul Winn, CLU, ChFC. Exam and Grading: Included in price. Exam can be taken online or by fax.  Program delivery method: Self-study (interactive), available in print or PDF (downloaded upon purchase). Program level: Overview; Course prerequisites: Basic familiarity with federal taxation; Advance preparation: None Subject Codes/Fields of Study: CFP®  CPA,: Taxes; EA, RTRP, ERPA: Federal Tax Law..  CPE Credit and Sponsor Information CPE Credit: CFP®, CPA, EA,  RTRP, ERPA, and PACE credit available in all states. PACE credit hours: Same as EA. In accordance with the standards of the CFP Board, the  National Registry of CPE Sponsors, the Quality Assurance Service (QAS), and the IRS, CPE credits have been granted based on a 50-minute hour.   Program Sponsor Information: CFP Board: 1008 NASBA: Registry: 107615; Quality Assurance Service (QAS): 050. IRS: FWKKO. EA, RTRP Course number FWKKO-T-00003-13-S; ERPA Course number: FWKKO-Q-00008-13-S Individual State Boards of Accountancy (states requiring sponsor registration): Florida 4761; New York: 002146; Ohio: M0021; Texas: 009349. How to order/register for this course: Order online or by phone (800-588-7039) To order online: 1. (Optional) Log-in or Open an Account. 2. Enter quantity below 3. Select how you would like to receive the course (Printed materials sent in the mail or PDF file Downloaded and saved to your computer). 4. Click "Add to Cart"  and proceed to secure checkout.  PDF Downloads: The PDF version of this course is downloaded, including the exam, from the purchase confirmation page.  First save the course file to your computer, then open it. It can be printed.)  Don't forget: Get 18% off when you order 3 or more courses. (Discounts and shipping/handling, if applicable, are added during checkout, just before payment.) Download Price:  $39.00 Print Price:  $49.00 Quantity  Purchase Option:  PDF/Download Print Version (U.S. addresses only)