Tax Treatment of Individual Retirement Plans #291018
Course Details, Learning Objectives, Table of Contents
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Course publication/revision date: This course was updated on 9/6/2018 (covers 2018 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.
Course, Credit, Sponsor Information
Open link (above): Course Details, Table of Contents, and Learning Objectives.
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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.
CFP Board and IRS CE credits are reported weekly, if applicable.
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|Online Book, Online Exam Price
|Hardcopy Book (mailed), Online Exam Price