As more and more companies eliminate traditional pension plans, individual retirement accounts are becoming a cornerstone to many workers' retirement plans. Through IRA’s, individuals have access to a broad range of products, the ability to diversify, and are able to benefit from the tax free build-up of returns in the account This continuing education class explains the various types of IRA accounts, roll-over options and the tax consequence for each. Detailed examples are added for emphasis and understanding.
Class highlights include:
- Traditional IRA’s Compared To Roth IRA’s
- Required Minimum Distributions
- IRA Conversions
- Simplified Employee Pensions ("SEP")
- Taxes on Distributions
- Inherited IRA Options
- How to Handle Beneficiaries
- Investment Options
- Approved for 4 Hours of Elective Continuing Education