Self-Study
2
Basic
Taxes
There are no prerequisites.

Course Description

Tax Treatment of Individual Retirement Arrangements examines taxation issues related to IRAs, compares traditional and Roth IRAs, and addresses the applicable federal rules. The course will focus on contribution limits and tax treatment; taxation of traditional IRA distributions, including regular, early, and lifetime required minimum distributions; qualified and nonqualified Roth IRA distributions; required distributions at death; and IRA rollovers.



Instructor

Paul Winn

Paul Winn CLU ChFC is a writer with more than 30 years experience in the life insurance and securities industry as an agent/registered representative, an agency head, a marketing vice president for a life insurance company and the president of a corporate registered investment adviser. He was a long serving member of the advisory board to the New York State insurance department. He is a published book author and creator of more than 200 taxation, insurance and securities training courses.



Course Specifics

Taxes
Jan 22, 2020
There are no prerequisites.
SS8152538
48
None


Compliance Information

103220
IRS Provider #: 0MYXB
IRS Course ID: 0MYXB-T-01028-16-S
IRS Federal Tax Law Credits: 2
CTEC Provider #: 2071
CTEC Course ID: 2071-CE-0994
CTEC Federal Tax Law Credits: 2
Qualifies for CA Fraud: No


Learning Objectives

Upon successful completion of this course, participants will be able to:

Chapter 1

  •   Apply the rules governing eligibility for and contributions to traditional and Roth IRAs;
  •   Identify the requirements and benefits related to a spousal IRA;
  •   Apply the tax treatment rules concerning contributions to and distributions from traditional and Roth IRAs; and
  •   Distinguish between traditional and Roth IRA distribution rules.

Chapter 2

  • Cite the eligibility and permitted contribution levels applicable to Roth IRAs
  • Identify the tax treatment of contributions to and distributions from Roth IRAs


Choose Your Preferred Format


Online Access

Get immediate access to a robust collection of learning and reference materials, allowing you to dive deep into the information you need. Our self-study materials are authored by top-quality, industry experts who focus on helping you grasp concepts quickly using real-life examples. Download your CPE to any device, and take it with you so you can learn when and wherever you want. Complete your CPE with an online exam, and enjoy instant grading with the option to print your certificate immediately upon passing.

online access
Hard Copy

Our self-study materials are authored by top-quality, industry experts. You’ll receive a bound notebook of all the course materials, shipped to you within one business day. In addition, you’ll also have full online access. Each self-study package includes a robust collection of learning and reference materials to help you cover the information efficiently and put it into practice immediately.

hard copy
Self-Study Video

Experience high-quality instruction with our Self-Study Videos, available to you 24/7. With more than 80+ videos currently in the Western CPE Self-Study Video library, you can see and hear our expert instructors deliver the information you need in a dynamic way that allows you to immediately apply your learning. Unlike a live course or webcast, you can complete the course on your own time, playing and pausing as needed. Self-Study Videos allow you to complete your CPE requirements on your own time.

hard copy


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