Fundamentals Overview

IRAs (Individual Retirement Arrangements) and other tax-preferred accounts are foundational to any successful investing strategy. To help maximize their client’s portfolio, savvy professionals understand the nuances of these accounts. Want to learn more? Begin with an expert introduction to IRAs to learn:

• What an individual retirement arrangement is
• How accounts & annuities differ
• How to distinguish between Traditional and Roth IRAs
• Which sources of retirement income are permitted
• What data teaches us about retirement asset demographics
• Why IRA assets are an alternative opportunity for your clients

Course Details

  • 6.25 Hours of Instruction

  • 8 Continuing Education (CE) Credits

  • $599