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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
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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
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)
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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.)
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