Individual Retirement Accounts

$135.00

SKU: 10231 Category: Tag:

Description

Note: This course was previously titled Introduction to IRAs.
Explores key concepts on basic IRA product features and benefits, contribution and distribution requirements. Explains traditional, rollover, and Roth IRAs, including the new conversion rules, as well as Simplified Employee Pension Plans and SIMPLE Retirement Accounts. Presents information about IRA tax benefits and penalty calculations.

Additional information

Topic

Wealth Management Training

Length

30 Minutes

Member Price

135

Non-Member Price

185

Location

Online Self-Paced

Course Code

ABA

Vendor

ABA

Sub Topics

Trust & Investments, Wealth Management

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