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Tax Treatment of Individual Retirement Plans #291019

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Credit

Amount

CPA

EA / OTRP

ERPA

Course Author: Paul J. Winn Field of Study (CPA): Taxes Field of Study (CFP): Tax Planning Field of Study (EA/OTRP): Federal Tax Law Field of Study (ERPA): Qualified Retirement Plan Matters

Course Details, Learning Objectives, Table of Contents

Course Description

Course publication/revision date: This course was updated on 2/13/2019 (covers 2019 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.