[CFP^®, CPA Online Courses Home]

Self-Study Continuing Education Courses for Financial Professionals

Beacon Hill Financial Educators CFP and NAPFA self-study continuing education credit course on IRAs by Paul Winn

Search for courses:

You can search by Credit (Example "3 credits"), Title or Topic.

Your cart is empty.

Your courses are always concise and clear. Test questions pertain to important points, not just useless information."
-S.M., NC

“The quality of the material was very good. . . . The content was very strong and well written. . .”
- D.A., NH

"Great service. . . . Based on my experience with Beacon Hill, I would not hesitate to use their services again or refer them to others."
- S.N., MA

Trusted Commerce

Self-Study Continuing Education Courses
for Financial Professionals

Beacon Hill Financial Educators CFP and NAPFA self-study continuing education credit course on IRAs by Paul Winn Paul Winn's IRAs Update
View Table of Contents
[ Print This Page ]

Recommended CPE Credit:
CFP^®: 4

Licenses:
CFP ^®
PACE

Course Description
(scroll down to order)

This course examines the rules governing traditional and Roth IRAs, Education IRAs (Coverdell Education Savings Accounts), simplified employee pensions, and SIMPLEs.

Upon successful completion of this course, the advisor will have a thorough understanding of:

1. Traditional and Roth IRA rules with respect to eligibility and contributions;

2. The benefits of tax-deferred accumulation;

3. The rules governing traditional IRA distributions, rollovers, transfers and conversions to Roth IRAs;

4. The tax rules governing traditional and Roth IRA contributions and withdrawals;

5. The rules applicable to Coverdell Education Savings Accounts;

6. The contribution and distribution rules governing SEPs and SIMPLE IRAs.

Course and Credit Information
Author: Paul Winn, CLU, ChFC
This course was updated on 1/20/2010.

Course text (71 pages).

Exam and Grading: Included with course. Take the exam using the e-Exam interactive PDF form for instant online grading and certificate (can also be faxed in). CFP^® credits reported automatically (if applicable).

Program delivery method: Self-study, available in print or download .

Program level: Overview; Course prerequisites: None; Advance preparation: None

Subject Codes/Fields of Study: CFP Board, NAPFA: Retirement Planning. NAPFA members: Download a course credit-by-subject chart from our Resources page.

Credit Information: CFP^®and PACE credit available in all states.

Course-sponsor number: CFP Board: 1008.

How to Order
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", continue shopping or proceed to secure checkout.

PDF Downloads: The PDF version of the course is downloaded, including the exam, from the purchase confirmation page (first download the course file to your computer, then open it.

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.

Print Price: $69.00

Download Price: $59.00

Quantity

Purchase Option:

People who purchased the above item were also interested in these related items


Paul Winn's Qualified Plan Design Update	Tax Guide to Retirement Planning

Paul Winn's Nonqualified Plans Update	Conserving Portfolios During Retirement

Retirement Planning Tax Strategies	Advisor's Guide to Planning for the Older Client

Private Wealth Management	Advisor's Guide to Retirement Planning and Employee Benefits

Home | Courses | About Us | Resources | Contact Us | Links | Site Map

	CFP^®, CERTIFIED FINANCIAL PLANNER®, and 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.
	Beacon Hill Financial Educators is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417, Web site: www.nasba.org.
	Beacon Hill Financial Educators is registered with the National Association of State Boards of Accountancy as a Quality Assurance Service (QAS) sponsor of continuing professional education. Participating state boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding QAS program sponsors may be addressed to NASBA, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417. Website: www.nasba.org. Sponsor #50.

Beacon Hill Financial Educators is a qualified sponsor of continuing professional education required for individuals enrolled to practice before the Internal Revenue Service (enrolled agents) and are in compliance with the requirements of Treasury Department Circular No 230, section 10.6(g).

We have entered into an agreement with the Office of Professional Responsibility, Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the Office of Professional Responsibility as to the quality of the program or its contribution to the professional competence of the enrolled individual.

Copyright © 2001 - 2010 Beacon Hill Financial Educators. All Rights Reserved.
144 Cape Newagen Road, Southport, ME 04576
Phone - (toll free): 800.588.7039 - Fax: 877.902.4284
info@bhfe.com

Online Store by Webfodder