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
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 Syllabus
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1
IRA Contributions I
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Getting Ready with Course Resources
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Traditional IRA Contributions
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Roth Contributions
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Contribution Deadline
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Contribution Reporting
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Saver's Tax Credit
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Let's Apply What We Learned
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IRA Contributions I Quiz
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