IRA's 401K's and Other Retirement Plans - 20 CPE Credit Hours
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IRA's 401K's and Other Retirement Plans - 20 CPE Credit Hours

Price per Unit (piece): $96.95

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 This is a physical book course, the default price includes the test only!  Not Accepted in Texas.  

We do NOT have a license for book downloads.   If you do not have a copy of the book you can either:
The EXACT book you want is:  
IRAs, 401(k)s & Other Retirement Plans: Taking Your Money Out (7th Edition)     

ISBN-10: 1413304028



If you are...

  • approaching retirement
  • retiring early
  • changing jobs
  • looking to borrow money from your retirement plan
  • wondering what to do with an inherited plan

... you need this book! It helps you make sense of the rules that govern distributions from retirement plans, and avoid the stiff penalties that lurk in the fine print. It covers the different types of retirement plans -- including 401(k)s and other profit-sharing plans, Keoghs, IRAs and tax-deferred annuities -- and the taxes and penalties that can deplete your nest egg. In accessible, plain English, this book covers:

  • tax strategies before retirement
  • tax strategies at retirement
  • dividing a plan at divorce
  • penalties for taking money out early
  • minimizing taxes
  • distributions you must take
  • distributions to your heirs The 7th edition is completely updated with the latest tax rates, tables and methods for calculating required distributions. It also provides new information on Roth IRAs and bankruptcy. With this book as your guide, you'll know the rules, avoid the penalties and save for your future like a pro.


Customer Reviews:

test  (Thursday, 26 May 2011)
Rating: 4
This was a good cpe course. course instructions were clear and concise. The text book was an added plus.

  • I have taken multiple courses from The CPE Discount Store.  They have great customer support and I received my certificate of completion on the same day.
    Bill P. - CPA - Richmond, New Hampshire
  • The CPE Discount Store offers a great selection of online CPE courses.   I was able to complete my course on my time frame which is a great way to take CPE.  Having the book as a reference for future work was also helpful.
    Tom N. - CPA - Longmont, CO
  • The CPE Discount Store course materials are very straight forward and easy to understand, I particularly like the website and customer follow up to my questions.
    Susan P. - CPA - San Diego, CA


We are required to take our Ethics courses every year and although these are important to remind us of an essential part of our work that if damaged, could destroy our career and possibly our organization. But these courses tend to become repetitive and mundane. I particularly liked this course for its case studies. One is about a female executive at Enron and her role prior to the Enron demise. The author makes you really think about how ethical is really ethical. If you take the course I think you’ll understand what I mean. Maintaining complete ethical behavior towards your organization, your clients, and the public is very difficult sometimes and I think you have to totally step back to see your situation most clearly in order to do what’s right.
This is a nice course which helped me get my required CPE.
Poorly written, many questions were nonsensical and the material was very old. This product was noted as a 2018 version but the quiz tested us on knowledge from the mid nineties. Very, very poor course and I would not recommend it to anyone.

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