IRA Mastery
Learning objectives
After completing this course, the learner should be able to:
- Identify the rules governing IRA investments, contributions, and withdrawals
- Apply the tax treatment of IRA contributions and withdrawals
- Differentiate between traditional IRAs and Roth IRAs
- Recognize options available on inherited IRAs and the related tax consequences of those options
- Identify the rules governing Trump Account eligibility, contributions, and withdrawals
A Becker Professional Education is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org
Becker Professional Education Sponsor I.D. Numbers NASBA: 107294, New York: 002087, New Jersey: 20CE00226700, Texas: 009580, Ohio: CPE.186, Illinois 158.002405, Pennsylvania: PX177823