| Course
Name (Format) |
CEU |
Cost |
|
|
| ACCE CFP Board Code of Ethics (Required ETHICS)**($15) (Online) | 2 | $30 | Buy |
|
| Annuities (Text Book) | 5 | $36 | Buy |
|
| Annuities Today (Online) | 7 | $30 | Buy |
| Annuities Today (Text Book) | 7 | $34 | Buy |
|
| Asset Allocation (Online) | 4 | $30 | Buy |
| Asset Allocation (Text Book) | 4 | $43 | Buy |
|
| Business Retirement Plans (Online) | 4 | $20 | Buy |
| Business Retirement Plans (Text Book) | 4 | $30 | Buy |
|
| End of Life Issues & Advance Directives (Online) | 3 | $18 | Buy |
| End of Life Issues & Advance Directives (Text Book) | 3 | $25 | Buy |
|
| Evolution Of Health Insurance (Online) | 6 | $20 | Buy |
| Evolution Of Health Insurance (Text Book) | 6 | $32 | Buy |
|
| Exploring Deferred Annuities (Online) | 4 | $20 | Buy |
| Exploring Deferred Annuities (Text Book) | 4 | $30 | Buy |
|
| Got Retirement? What About IRAs..... (Online) | 3 | $18 | Buy |
| Got Retirement? What About IRAs..... (Text Book) | 3 | $25 | Buy |
|
| Health Insurance Plans (Online) | 4 | $30 | Buy |
| Health Insurance Plans (Text Book) | 4 | $43 | Buy |
|
| Intro To Variable Annuities (Online) | 5 | $19 | Buy |
| Intro To Variable Annuities (Text Book) | 5 | $30 | Buy |
|
| IRA Products and Simple Plans (Online) | 3 | $30 | Buy |
| IRA Products and Simple Plans (Text Book) | 3 | $43 | Buy |
IRA Products and SIMPLE Plans Course Summary
IRA products are flexible retirement savings products. There are a number of IRA variations available for individuals, the self-employed and businesses. This course describes IRA products in detail. It includes a thorough explanation of traditional IRA plans, including their structure, eligibility, contribution and distribution rules and their taxation. The course then discusses Roth IRAs, followed by a comparison of traditional and Roth IRA plans. Then, the SIMPLE, SEP and SARSEP IRA plans are explained. The course also includes an overview of common products, including annuities, which may be used as IRA funding vehicles.
15 Exam Questions
(Close Detail) |
|
| Keys To Asset Allocation (Online) | 4 | $20 | Buy |
| Keys To Asset Allocation (Text Book) | 4 | $30 | Buy |
|
| Life Insurance, Disability Income & Annuities (Online) | 7 | $30 | Buy |
| Life Insurance, Disability Income & Annuities (Text Book) | 7 | $34 | Buy |
|
| Mutual Fund Investing (Online) | 5 | $19 | Buy |
| Mutual Fund Investing (Text Book) | 5 | $30 | Buy |
|
| Mutual Funds and Individual Securities (Online) | 3 | $30 | Buy |
| Mutual Funds and Individual Securities (Text Book) | 3 | $40 | Buy |
|
| On Aging: LTC, LTC Insurance & LTC Partnership (Online) | 6 | $20 | Buy |
| On Aging: LTC, LTC Insurance & LTC Partnership (Text Book) | 6 | $32 | Buy |
|
| Personal Income Protection (Online) | 3 | $18 | Buy |
| Personal Income Protection (Text Book) | 3 | $25 | Buy |
|
| Retirement...Individual & Employer Sponsored Plans (Online) | 6 | $20 | Buy |
| Retirement...Individual & Employer Sponsored Plans (Text Book) | 6 | $32 | Buy |
|
| Roth & Other IRA Plans (Text Book) | 5 | $30 | Buy |
|
| Small Business Retirement Plans (Text Book) | 2 | $18 | Buy |
|
| Suitability In Annuity Transactions (Online) | 6 | $20 | Buy |
| Suitability In Annuity Transactions (Text Book) | 6 | $32 | Buy |
|
| The Living Trust and Probate Avoidance (Text Book) | 4 | $43 | Buy |
|
| Understanding Living Trusts (Online) | 3 | $30 | Buy |
| Understanding Living Trusts (Text Book) | 3 | $43 | Buy |
|
