This course provides in-depth 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 develop mastery over the contribution process.

In this expert course, you will learn:
• All IRA contributions types and limitations
• How to interpret deductions and phase-out ranges
• How to process & calculate saver’s tax credit
• Which annual deadlines are most crucial for maintenance
• How to manage contribution reporting