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Individual Retirement Accounts (Video) (Course Id 1518)

Updated / QAS / Registry / EA   Add to Cart 
Author : Andrew Clark, EA
Status : Production
CPE Credits : 4.0
IRS Credits : 4
Price : $59.95
Passing Score : 70%
Course Type: Video - NASBA QAS - Text - Technical - NASBA Registry - IRS Enrolled Agents
Primary Subject-Field Of Study:

Taxes - Taxes for Course Id 1518

Description :

Individual retirement accounts are investing tools that permit individuals to set aside money for retirement in a way that is preferential from a tax standpoint. This course will review the following types of IRA accounts: Traditional IRAs, Roth IRAs, SIMPLE IRAs and SEP IRAs. This course will describe who is allowed to open and contribute to an IRA account during the taxable year. This course will identify when contributions are deductible and when they are not deductible. This course will describe the time allowed to rollover distributions and the ramifications of not completing rollovers within the allotted time. Finally, this course will describe when taxpayers are permitted to take distributions from an IRA account.

Usage Rank : 0
Release : 2020
Version : 1.0
Prerequisites : None.
Experience Level : Overview
Additional Contents : Complete, no additional material needed.
Additional Links :
Advance Preparation : None.
Delivery Method : Self-Study
Intended Participants : Anyone needing Continuing Professional Education (CPE).
Revision Date : 30-Nov-2019
NASBA Course Declaration : Participants must complete the final examination within one year of purchase and with a minimum passing grade of 70% or better to receive CPE credit unless otherwise noted on the Course History page (i.e. California Ethics must score 90% or better). After logging in click on the Course History links on your My Courses page for the Begin date and Expire date for the Final Exam.
Approved Audience :

Video - NASBA QAS - Text - Technical - NASBA Registry - IRS Enrolled Agents - 1518

Keywords : Taxes, Individual, Retirement, Accounts, Video, cpe, cpa, online course
Learning Objectives :

Course Learning Objectives

At the end of this course, student will be able to:
  • Identify the requirements for serving as a trustee for an IRA account
  • Recognize the requirements for opening a traditional IRA account
  • Recognize the maximum contribution that can be made by a taxpayer to an IRA account
  • Calculate the amount of a partial deduction to an IRA account
  • Identify when a taxpayer must start receiving distribution from an IRA account
  • Calculate the amount of minimum distributions from an IRA account
  • Recognize prohibited transactions for an IRA account
  • Recognize the maximum contribution that can be made by a taxpayer to a Roth IRA account

Course Contents :

Chapter 1 - Individual Retirement Accounts

Chapter 1 Review Questions

Tax Courses Glossary

CPE Taxes Course: https://www.cpethink.com/tax-cpa-courses
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