Retirement Planning; IRA's



CPE Credits

Having sufficient assets to live a comfortable and secure retirement is one of the concerns that many people face. This concern cannot be resolved without having a solid retirement plan. In this course, we will discuss the fundamentals of IRAs, stating the rules related to contributions and distributions and highlighting the effect of the recent tax law changes on the planning process.
  • State who may contribute to a Traditional IRA and a Roth IRA 
  • Recognize how recent legislation has affected the taxation of IRAs 
  • Identify contribution, distribution, and RMD planning considerations when working with IRAs 


PICPA Member: $29
Nonmember: $39

More Information

Course No. ON-DEMAND

Level: Basic

Prerequisites: None

You will have up to 90 days after the date of purchase to complete the course and take the exam. *excludes CPE Academy unlimited access.


David Peters

Peters Professional Education LLC