Course Overview

This course introduces IRAs (Individual Retirement Arrangements), employee-sponsored plans and other tax-preferred accounts. Before reaching IRA proficiency, this training teaches professionals the framework of core concepts that come first.

In this expert course, you will learn:
• What an individual retirement arrangement is (and is not)
• How accounts & annuities differ in practice
• How to differentiate between every agreement and account
• All sources of permitted retirement income
• What data teaches us about retirement asset demographics

Course Details

  • 50 Minutes of Instruction

  • 1 Continuing Education (CE) Credit

  • $99

  • Beginner Level

  • CISP, CTFA, & CRSP Designations

Course Syllabus

  • 1

    Introduction to IRAs II

    • Getting Ready with Course Resources

    • Agenda

    • Individual Retirement Arrangements

    • Accounts vs. Annuities

    • Traditional vs. Roth

    • IRA Based Employer Sponsored Plans

    • Retirement Income Sources

    • Retirement Assets

    • Opportunity

    • IRS Publications 590: IRAs and IRS Publication 560: Employer Sponsored Plans

    • Summary

    • Introduction to IRAs II Quiz