Tax Treatment of IRAs 2018

Price: $19.99

CPE Credits: 2.0

Category: , ,

Course Number: TXPWTTIRA

IRA- tax cpe on retirement

Description:
This course overviews the taxation of IRAs. It covers a variety of topics including eligibility rules for contributions of both traditional and Roth IRA as well as distribution rules. It looks at requirements and benefits of spousal IRAs, and also distinguishes between traditional and Roth IRA distribution rules. The new fiduciary requirements and standards under the DOL rule became applicable on June 9, 2018. However, at the time this course is being updated for 2018, it is unclear what the effective date for the compliance requirements under which advisers may continue to receive variable compensation will be. It may be 2018 or mid-2019. Table of Contents
Table of Contents
Delivery Method: QAS Self Study.

Level: Overview.

Prerequisites: None

Advanced Preparation: None

AuthorPaul Winn CLU ChFc

Publication: August 2013
UpdatedSeptember 2018

Format: PDF
Pages: 53

Passing Grade: 70%

Exam Policies: Exam may be retaken. Course must be completed within one year of purchase.

CPE Sponsor Info : NASBA/QAS #109234. Click here to view specific state approvals.

By the end of the course participants should be able to:

  • Apply the rules governing eligibility for and contributions to traditional and Roth IRAs;
  • Identify the requirements and benefits related to a spousal IRA;
  • Apply the tax treatment rules concerning contributions to and distributions from traditional and Roth IRAs; and
  • Distinguish between traditional and Roth IRAdistribution rules.

 

Overall Rating: 5 Stars  – Tom L. 9/2018

5 Star CPE Rating

Description:
This course overviews the taxation of IRAs. It covers a variety of topics including eligibility rules for contributions of both traditional and Roth IRA as well as distribution rules. It looks at requirements and benefits of spousal IRAs, and also distinguishes between traditional and Roth IRA distribution rules. The new fiduciary requirements and standards under the DOL rule became applicable on June 9, 2018. However, at the time this course is being updated for 2018, it is unclear what the effective date for the compliance requirements under which advisers may continue to receive variable compensation will be. It may be 2018 or mid-2019. Table of Contents
Table of Contents
Delivery Method: QAS Self Study.

Level: Overview.

Prerequisites: None

Advanced Preparation: None

AuthorPaul Winn CLU ChFc

Publication: August 2013
UpdatedSeptember 2018

Format: PDF
Pages: 53

Passing Grade: 70%

Exam Policies: Exam may be retaken. Course must be completed within one year of purchase.

CPE Sponsor Info : NASBA/QAS #109234. Click here to view specific state approvals.

By the end of the course participants should be able to:

  • Apply the rules governing eligibility for and contributions to traditional and Roth IRAs;
  • Identify the requirements and benefits related to a spousal IRA;
  • Apply the tax treatment rules concerning contributions to and distributions from traditional and Roth IRAs; and
  • Distinguish between traditional and Roth IRAdistribution rules.

 

Overall Rating: 5 Stars  – Tom L. 9/2018

5 Star CPE Rating

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