Course Overview
This course provides in-depth instruction on IRA (Individual Retirement Arrangement) investments and the fees that account holders pay to avoid penalty. Whether your company works with tax-preferred account investments, or advises investors through them, this training helps professionals develop an advanced understanding of investment principles.
In this expert course, you will learn:
• Which investments IRAs are allowed to hold
• Why certain investments are prohibited
• The crucial role of the Securities and Exchange Commission (SEC)
• The most common investment issues impacting IRAs today
• How to calculate and pay fees to avoid penalty
In this expert course, you will learn:
• Which investments IRAs are allowed to hold
• Why certain investments are prohibited
• The crucial role of the Securities and Exchange Commission (SEC)
• The most common investment issues impacting IRAs today
• How to calculate and pay fees to avoid penalty
Course Syllabus
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1
IRA Investments and Fees
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Getting Ready with Course Resources
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Agenda
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IRA Investments Overview
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Prohibited IRA Investments
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Common IRA Investment Issues
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Types of IRA Investments
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Alternative Asset Reporting
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Additional Tax Reporting
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IRA Fees
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Summary
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Investment and Fees Quiz
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