Home
A Guide to IRAs
![]() |
This course provides an understanding of the various individual retirement arrangements. It covers traditional IRAs, Roth IRAs, Simplified Employee Pensions (SEPs), and Savings Incentive Match Plans for Employees (SIMPLEs). It explains the rules for setting up an IRA, contributing to an IRA, transferring money or property to and from an IRA, handling an inherited IRA, making withdrawals from an IRA, receiving distributions from an IRA, and taking a credit for contributions to an IRA. It also explains the penalties and additional taxes that apply when the rules are not followed. To assist in complying with the tax rules for IRAs, this course contains worksheets, sample forms, and tables, which can be found throughout the course and in the appendices in the back. | Course Info:
|
EA Program Approval Number: XE26W-T-00327-22-S | ||
Purchase Membership
Annual Membership: $99
Receive unlimited access to all Enrolled Agent courses offered by Sequoia CPE for 1 year.
100% Money Back Guarantee
If you are not satisfied with your purchase for any reason, you may receive a full refund any time in the first 45 days of membership. Please call Customer Service at 1-800-572-9675 with any concerns or to request a refund.
Customer Rating
Avg. Rating: 4.56 / 5
Sequoia CPE is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.