Individual Retirement Accounts 2025Code: 26-IRAACCT

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Course Details

70 pages
Course description and objectives:

  • Learning Objectives

    Upon completion of this basic course, the student should be able to:

    1.      Discuss the rules governing eligibility and permitted contribution levels for traditional and Roth IRAs.

    2.      Explain the tax treatment of contributions to and distributions from traditional and Roth IRAs.

    3.      Describe the benefits of tax-deferred accumulation.

    4.      Explain the rules concerning permitted IRA investments.

    5.      Discuss traditional and Roth IRA distribution rules.

    6.      Explain Coverdell Education Savings Account contribution and distribution rules and their tax implications.

    7.      Discuss the contribution and distribution rules that apply to SEP IRAs and SIMPLE IRAs. 

Presentation Method: QAS Self-Study

Category: Taxes

CPE credit: 5 Hours

Program Level: Update

Prerequisites: None

Advance Preparation: None

Exam expiration date: Participants must submit exams for grading within one year from the date of purchase

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American CPE, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org

 

NASBA QAS Sponsor number 108096