2017 IRA Guide

On Demand Webcasts

Credit Hours: 3

By: Bob Jennings CPA, EA


Additional Exams **

IRS Number: 5KBKR-T-00507-17-S
Product Description:

This is a course composed of two individual courses.

• IRAs, Roths & Conversions
• Retirement Distributions, Penalties & Inheritances

In this course, we cover a variety of topics with regards to IRAs, Roths, Conversions and
Retirement Planning. Specifically, this course includes:
• Individual Retirement Accounts
• Traditional IRAs
• Rollover IRAs
• Required Distributions
• Withdrawals
• Much more
Program Level: Basic

Product Details
Credit Hours: 3
Price: $100.00
Shipping: Download immediately. Download Table of Contents
Availability: Available on Sep 5, 2017

Course Objective

Upon completion of this course, you will be able to: 1. Determine how an IRA may be invested 2. Identify the differences between different retirement accounts 3. Determine what is involved in making withdrawals from Roth IRAs 4. Determine when Taxpayers can contribute to a Roth IRA 5. Identify the five rules for withdrawals from qualified plans 6. Determine how to handle qualified domestic relations order distributions

Field of Study




Course Level


NASBA Category


Publication Date

**One exam credit is included at no charge with each product purchased. Additional exam credits can be purchased above. Exams can be taken up to 1 year from purchase date.

2017 IRA Guide

On Demand Webcasts

Credit Hours: 3

by Bob Jennings CPA, EA