Individual Retirement Accounts (IRAs)
FL115915 - 4 Hours
This CE course for agents explains the investment options available with IRA's, the types of IRA's, their tax benefits, and required minimum distributions.






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