IRA Contributions

Course Description

Explore the regulations that govern IRA contributions including traditional and Roth IRA contributions, rollovers, transfers, excess contributions, re-characterizations and conversions. Note: This course does not discuss employer Simplified Employee Pension (SEP) plan contributions to an employee’s traditional IRA or employer Savings Incentive Match Plan for Employees of Small Employers (SIMPLE) IRA plan contributions to an employee’s SIMPLE IRA. You can learn more about these contributions in two other courses in this series, Simplified Employee Pension (SEP) Plans and SIMPLE IRA Basics. View the course descriptions on the following page.

90 Minutes

Series: Retirement Management

Roles: Compliance - Internal Audit, Operations & IT, Retail

Accreditation: CISP, CRSP, CTFA

Course Format: Online Self-Paced

Package: Breakthrough

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