Everyone in the financial services industry knows what an IRA is, but did you know that IRAs are one of the most complicated retirement plans in regards to rules and taxation?
This webinar will cover the 6 different types of IRA plans, explain the contribution and distribution tax rules for the various IRA plans, and provide you the knowledge you need to recommend an appropriate IRA to meet a client’s financial needs.
Learning Objectives:
Upon successful completion of this course, participants will be able to:
- Differentiate between various types of IRAs, such as traditional, rollover, Roth, non-deductible, SEP-IRAs, and SIMPLE-IRAs.
- Explain the tax treatment of contributions and distributions for the various types of IRA plans.
- Recommend an appropriate IRA for a client’s financial needs.
Presented by Eric A. Smith, ATP, CFP, CLU, ChFC, CRPC
IRS CE: 2 Hours/Federal Tax Law;
NASBA CE: 2 Hours/Taxes
NSA ConnectED Webinar Series
Program Level: Basic
Prerequisites: None
Advance Preparation: None
Delivery Method: Group-Internet Based
No refunds or exchanges for cancellations. For more information regarding refund, complaint and/or program cancellation policies, please contact NSA toll-free at 800-966-6679.