Tax Treatment of Individual Retirement Plans  #291024

Course Description

Course publication/revision date: This course was updated on 1/12/2024 (covers 2024 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.

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