What You'll Learn
Course Overview: This course is designed for anyone interested in learning about eligibility requirements, contribution limits, and distribution rules of Individual Retirement Accounts (IRAs).
Learning Objectives
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Explain the features and benefits of the Traditional IRAs and Roth IRAs
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Compare the Traditional IRA to the Roth IRA
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Explain rules related to transfers and rollovers
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Discuss the features and benefits of the Coverdell Education Savings Account
Audience: All Appropriate Staff
Length of Course: This course takes approximately 60 minutes to complete.
*This course does NOT qualify, nor meet the National Standard for NASBA accreditation.
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