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Not currently accepting new students

** The course is being updated for 2020 Tax Updates. **

This 4 hour course reviews the following types of IRA accounts: Traditional IRAs, Roth IRAs, SIMPLE IRAs and SEP IRAs.

This course describes who is allowed to open and contribute to an IRA account during the taxable year as well as when taxpayers are permitted to take distributions from an IRA account. It covers transfers, recharacterizations, distributions, penalties, rollovers and more.

Learning Objectives

  • Overview of Traditional IRAs and Retirement Planning
  • IRA Contributions and Limits
  • Rollovers
  • Transfers, Recharacterizations, and Distributions
  • Penalties
  • Overview of Roth IRAs
  • Rollovers and Recharacterizations
  • SIMPLE Plans and SEPs
Last updated/reviewed: November 7, 2019

11 Reviews (36 ratings)Reviews

5
Anonymous Author
This instructor organizes the material really well. Dry topic but I prefer these in-depth ones. Best comprehensive instruction in my opinion.
3
Member's Profile
Course was great. Nice to have examples, but the examples are not displayed on the slides so they are of limited use and hard to follow.
4
Anonymous Author
This is a good course if you want to determine various options when looking into retirement accounts and ROTH IRAs.
4
Member's Profile
Course material need to be in one file. Otherwise it was a clear presentation of the required facts.
4
Member's Profile
great course, thank you for the detail. would have loved to see a more comprehensive study guide.
5
Member's Profile
Good overview especially for individuals new to the industry. Goes into good relevant strategies.
4
Anonymous Author
The course was good but it would be nice to have a PDF with more detail than a glossary/index.
4
Member's Profile
Well presented in-depth analysis of all things retirement. Clear and understandable.
3
Member's Profile
Information and questions are in relation to 2018 IRS regs and filings
4
Anonymous Author
Would have liked to seen examples rather than just hear about them.
4
Member's Profile
It was a very factual course and presented straight forward.

Prerequisites

Course Complexity: Intermediate

No advanced preparation or prerequisites are required for this course.

Education Provider Information

Company:
Illumeo, Inc., 75 East Santa Clara St., Suite 1215, San Jose, CA 95113
Contact:
For more information regarding this course, including complaint and cancellation policies, please contact our offices at (408) 400- 3993 or send an e-mail to .
Course Syllabus
INTRODUCTION AND OVERVIEW
  22:07Introduction to Individual Retirement Accounts
  31:44IRA Contributions and Limits
  17:46Rollovers
  18:29Transfers, Recharacterizations, and Distributions
  11:02Penalties
  16:17Overview of Roth IRAs
  6:47Rollovers and Recharacterizations
  27:19SIMPLE Plans and SEPs
CONTINUOUS PLAY
  2:31:40Individual Retirement Accounts
SUPPORTING MATERIALS
  PDFIndividual Retirement Accounts Glossary/Index
REVIEW AND TEST
  quizREVIEW QUESTIONS
 examFINAL EXAM