Traditional and Roth IRA Accounts

Overview

This course provides an overview of traditional and Roth Individual Retirement Accounts (IRAs). It includes discussion on investment considerations, transfers and rollovers, withdrawals, loans, and distributions.

Learning Objectives

Students who successfully complete this course will be able to:

  • understand the basics of IRAs
  • describe the setup process for an IRA
  • understand investment considerations
  • understand the requirements for maintaining an IRA
  • understand transfers and rollovers
  • understand withdrawals and loans
  • describe the difference between traditional and Roth IRAs
  • understand the conversion process from traditional to Roth IRAs
  • know the difference between an IRA and a 401(k)
  • describe nondeductible IRAs

Designed for

Retail, Investment Advisory

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