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Individual Retirement Accounts#290524

Online Book, Online Exam

$51.00

Hardcopy Book, Online Exam

$66.00

Course Option

Credit

Amount

CPA

5.5

CFP^®

CDFA^®

5.5

Course Author: Paul J. Winn Field of Study (CPA): Specialized Knowledge Field of Study (CFP): Retirement Savings & Income Planning Field of Study (CDFA): Investment Planning

Course Details, Learning Objectives, Table of Contents

Course Description

Course publication/revision date: This course was updated on 1/16/2024.

In this course you will be introduced to terms and concepts used in connection with individual retirement accounts. Each new term is defined in the text and included in the Glossary. The concepts are explained and, where appropriate, are demonstrated through the use of examples.

At the conclusion of each important section, a Review Quiz is presented to test comprehension of the material presented. A response is given to each answer you select to the questions in the Review Quiz affirming the correct choice or explaining why the choice you selected was incorrect.