Tax Treatment of Individual Retirement Plans #291023
Course Details, Learning Objectives, Table of Contents
Course publication/revision date: This course was updated on 2/4/2023 (covers 2023 taxes) and includes the Secure Act 2.0.
Tax Treatment of 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.
Course, Credit, Sponsor Information
Open link (above): Course Details, Table of Contents, and Learning Objectives.
Course Format Options
If you purchase the "Online Book and Online Exam" option of a course, you get anytime access to the course (in PDF) and the online exam. Both can be printed.
If you purchase the "Hardcopy Book and Online Exam" option, you get online access to the course-PDF and exam, PLUS a printed copy of the course-book sent via USPS.
How To Register Online
1. Enter Quantity
2. Select Purchase Option
3. Click Add to Cart
4. Click Begin Secure Checkout or Continue Shopping
5. If prompted, login (or Create an Account).
6. After checking out, return to "My Account" to view your course and online exam.
Discounts and shipping/handling, if applicable, are added during checkout
|Online Book, Online Exam Price
|Hardcopy Book (mailed), Online Exam Price