Course Overview

This course provides foundational instruction on contributions for IRAs (Individual Retirement Arrangements) and other tax-preferred accounts. Whether your company handles contributions directly, or advises investors that make them, this training helps professionals understand the contribution process.

In this introductory course, you will learn:
• All IRA contributions types and limitations
• How to interpret deductions and phase-out ranges
• How to avoid penalties when reporting contributions

Course Details

  • 61 Minutes of Instruction

  • 1.25 Continuing Education (CE) Credits

  • $129

  • Beginner Level

  • CISP, CTFA, & CRSP Designations

Course Syllabus

  • 1

    IRA Contributions I

    • Getting Ready with Course Resources

    • Traditional IRA Contributions

    • Roth Contributions

    • Contribution Deadline

    • Contribution Reporting

    • Saver's Tax Credit

    • Let's Apply What We Learned

    • IRA Contributions I Quiz