Course Description
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Course publication/revision date: This course was updated on 11/29/2011.
IRA Update examines the current rules governing traditional and Roth IRAs, Education IRAs, simplified employee pensions and SIMPLEs. With respect to traditional IRAs, the course considers the issues of eligibility, contribution limits and investment vehicles. Tax treatment of traditional IRA funds is discussed, including the treatment of contributions, accumulations, transfers and distributions. The premature distribution penalties and its exceptions are addressed. Roth IRAs, created by TRA’97, are discussed, including eligibility, contribution limits and distributions. The increased limits authorized by the Economic Growth and Tax Relief Reconciliation Act of 2001 are addressed and the Age 50+ catch-up provisions are explained.
Course and Credit Information
Author: Paul Winn, CLU, ChFC
Learning Objectives and Course Content
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Course text: (72 pages): glossary; review questions, answers, and explanations. Author: Paul J. 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: None; Advance preparation: None
Subject Codes/Fields of Study: CFP Board: "E" Retirement Planning-Tax Advantaged Retirement Plans,
CPA,: Administrative Practice. NAPFA members: download a NAPFA credit-by-subject chart from our Resources page.
CPE Credit, Reporting, and Sponsor Information
CPE Credit and Reporting:
CFP® , CPA, and PACE credit available in all states. CFP® credits reported automatically (if applicable). PACE credit hours: Same as CPA. In accordance with the standards of the National Registry of CPE Sponsors and the Quality Assurance Service (QAS), 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.
Individual State Boards of Accountancy that require 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.)
Paul Winn's IRA Update
are certification marks owned by the Certified
Financial Planner Board of Standards, Inc. These marks are awarded to individuals who
successfully complete CFP® Board's initial and ongoing certification requirements.
