Our system emails course materials automatically.
Please make sure to check your SPAM/Junk folder for your Course Materials.



Individual Retirement Accounts for 2021 - 4 CPE Credit Hours

Individual Retirement Accounts for 2021 - 4 CPE Credit Hours

Price per Unit (piece): $11.95

 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.

Course Objectives

At the end of this course, students 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 distributions form 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.


Customer Reviews:

There are yet no reviews for this product.
Please log in to write a review.


  • 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
     

  

1 Year CPE Subscription
4 STARS
Love the courses. Wish there was more selection!
Estate Taxes 2021 - 6 CPE Credit Hours
5 STARS
Great course
Texas: Professional Ethics, the Standards of Behavior for Texas
0 STARS
This has to be one of the most poorly written courses I have ever taken. There were typos, conflicting answers in the review questions, poorly-worded statements and questions. I\'ve taken many better ethics courses over the years. This course was a disappointment!
1040 Workshop 2021 - 30 CPE Credit Hours
5 STARS
EXCELLENT UPDATE FOR TAX PREPARATION

Website by Simple Power Designs - Template by Netzgeek