Description
This is a continuing education course that covers all aspects of Individual Retirement Accounts. The course is designed to help the financial advisor or insurance professional benefit the client with more in-depth information concerning the history and specific types of IRAs; investing; protections; estate planning; and, education.
Learning Objectives
Upon the completion of the course the student will be able to:
• Describe the history and creation of the Individual Retirement Account
• Select specific and appropriate IRAs
• Determine eligibility for participation, rollovers and distribution
• Apply all contribution and tax rules
• Present the use of the IRA as an investment vehicle
• Explain protection of IRA assets in retirement and estate planning
• Establish a Coverdell Education Savings Account