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Individual Retirement Accounts for 2021 - 4 CPE Credit Hours

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Texas Compliance Pending

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.
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$11.95
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Individual Retirement Accounts for 2021

Individual_retirement_accounts_for_2020_4_CPE_FE_NA.pdf
Price: No additional charge

Manufacturer: Andrew Clark

TEXAS COMPLIANCE PENDING:

 

Texas requires a class be reviewed by enough students to assign earned CPE credits.  This course is still new enough that we are obtaining the reviews needed.   We recommend Texas CPAs check back soon. This process is usually finished within a few weeks.

 

 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.

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Our CPE Is Accepted In:

 
Our CPE is currently accepted in: AL, AK, AZ, CA, CO, CT, DE, GA, ID, IN, IA, KY, ME, MD, MA, MI, MO, MT, NV, NH, NM, ND, PA, RI, TX, UT, VT, VA, WA, WI, WY

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I already finished about 80 CPE and passed all the quizzes. Highly Appreciated!
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Thank you for your quick response.  I can take unlimited courses for up to one year?  That means I can apply some of the courses for this year’s CPE deadline, and take additional courses after that toward my next period deadline!
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Wow, an email from a real person and not a pre-written response.  That is very refreshing.  I will be sure to recommend this site to others in my field!
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