Take This Self-Study Course

Purchase This With CPE Credit For $20.00

Course Description

When this course is complete, you will be able to determine an individual’s qualifications to make a Roth IRA contribution and the statutory and AGI limits on the contribution amount. This course  studies the application of the saver credit, qualified distributions, non-qualified distribution penalties, distribution ordering rules, beneficiary distributions and the interaction with Roth qualified plans (401(k) and 430(b)). Traditional IRA conversions and recharacterizations are studied including the application of the 5-year aging period for converted funds.  

Prerequisites: Basic Understanding of Tax Preparation.

Final Exam Grading Policy: Course material must be completed within 12 months of purchase. A score of 70% or better is needed for passing. The completion certificate will be automatically generated by the system.

Accreditation: CTEC, NASBA-QAS, IRS, Enrolled Agents


2 Hours CPE


Trainer: Lee T. Reams, Sr.

Type: OnDemand

Level: Intermediate

Subject: Individual IRA - Individual Retirement Accounts

Duration: 2 Hours

Released: May 1, 2014

Register Price: $20.00


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