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Individual Retirement Accounts-Tax (Video)  #7006219



Course Details, Learning Objectives, Table of Contents

Credits
CPA 4.0
EA/OTRP 4.0
ERPA 4.0

This course was updated for 2019 on 5/10/2019.

Individual retirement accounts are investing tools that permit individuals to set aside money for retirement in a way that is preferential from a tax standpoint. This course will review the following types of IRA accounts: Traditional IRAs, Roth IRAs, SIMPLE IRAs and SEP IRAs. The course will describe who is allowed to open and contribute to an IRA account during the taxable year and when contributions are deductible and not deductible.  Also covered is the time allowed to rollover distributions and the ramifications of not completing rollovers within the allotted time. Finally, the course will describe when taxpayers are permitted to take distributions from an IRA account.

Course Format Options
This is an on-demand video course with an online exam. 

Taking the Exam Online
Online exam is included in price and is accessed through your account.
The exam may be started, stopped, then resumed at a later date.
The exam is "open book," it is not timed, and it may be retaken if not passed (no charge).
Results (correct, incorrect answers), and certificate appear once you pass the exam.
 IRS CE credits are reported weekly, if applicable.

How To Register Online
1. Enter Quantity
2. Select Purchase Option  (On-Demand Video)
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
 

On-Demand Video Price   $39.00

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CFP , CFP®, CERTIFIED FINANCIAL PLANNER® 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.
CPE Beacon Hill Financial Educators, Inc. 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 submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org
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