FIP101 - IRAs, 401(k)s and Other Retirement Plans

$125.00

CPE Credit Hours - 20

This course helps you make sense of the rules that govern distributions from retirement plans, and avoid the stiff penalties that lurk in the fine print. It covers the different types of retirement plans, including 401(k)s and other profit-sharing plans, Keoghs, IRAs and tax-deferred annuities, and the taxes and penalties that can deplete your nest egg. This course covers tax strategies before retirement, tax strategies at retirement, dividing a plan at divorce, penalties for taking money out early, minimizing taxes, distributions you must take, and distributions to your heirs.

This is a self-study CPE course.
Program level: Basic
Prerequisites: None
Advanced Preparation: None required
Minimum final examination passing grade: 70%
Maximum time allowed to complete the program: One year from date of purchase

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