Course Overview

This course provides fundamental instruction on Traditional and Roth IRA (Individual Retirement Arrangement) distributions, as well as the taxation of these accounts. If your company processes IRA distributions, or advises account holders that take them, this training helps professionals understand distributions.

In this introductory course, you will learn:
• How to identify the stages of taxation for Traditional & Roth IRAs
• Complete criteria for a qualified IRA distribution
• What happens when someone violates a distribution law
• How to report distributions to the IRS

Course Details

  • 50 Minutes of Instruction

  • 1 Continuing Education (CE) Credit

  • $99

  • Beginner Level

  • CISP, CTFA, & CRSP Designations

Course Syllabus

  • 1

    Traditional IRA and Roth IRA Distribution Taxation and Withholding I

    • Getting Ready with Course Resources

    • Stages of Taxation

    • Pre-59 1/2 IRA Distribution Penalty and Exemptions

    • Traditional IRA Taxation

    • Roth IRA Distributions

    • Distribution Withholding

    • Let's Apply What We Learned

    • Traditional and Roth IRA Distribution Taxation and Withholding I Quiz