Individual Retirement Account

Includes: Certificate of Completion

Approval: #1453

Credit Type: General

Credit: 4 Hour(s) | Language: English

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About this Course

Individual Retirement Accounts examines the rules governing traditional and Roth IRAs, Education IRAs (now called Coverdell Education Savings Accounts), simplified employee pensions and SIMPLEs. With respect to traditional IRAs, the course considers the issues of eligibility, contribution limits and investment vehicles. Tax treatment of traditional IRA funds is discussed, including the treatment of contributions, accumulations, transfers and distributions. The premature distribution penalties and its exceptions are addressed. Roth IRAs, created by TRA'97, are discussed, including eligibility, contribution limits and distributions. Conversions from traditional to Roth IRAs are examined and the tax consequences discussed. The increased limits authorized by the Economic Growth and Tax Relief Reconciliation Act of 2001 are addressed and the Age 50+ catchoup provisions are explained.

Regulatory Information

Name:Arizona Department of Insurance
Phone:602-364-3100
Fax:602-364-2400
Website URL:https://insurance.az.gov/
Email Address:licensing@azinsurance.gov
Address:2910 N. 44th Street, Ste.210
City:Phoenix
State:AZ
Zip:85018-7269

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