UNRI
UNDERSTANDING TRADITIONAL IRAS

This two-hour course covers the basic tax rules of individual retirement accounts and examines the creation of, contributions to, and distributions from the IRA that is not a Roth IRA.

Major topics include:
  • What structure and operational rules are required to qualify the account?
  • What investment restrictions apply to an IRA?
  • What transactions involving an IRA are prohibited?
  • What amounts may be contributed and deducted?
  • How are distributions from an IRA taxed?
  • When are distributions premature, and how can the penalty tax be avoided?
  • What planning opportunities are available?
Prerequisites: None
 Level of Knowledge: Basic
 Field of Study: Taxes
 Price: $39
 Credit Hours: 2

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Surgent McCoy CPE, LLC
237 Lancaster Ave
Devon, PA 19333
(610) 688-4477
(610) 688-3977 (FAX)
info@cpenow.com