This self-study course is a Premium course. We covered distribution rules for account owners and beneficiaries and portability (rollover and transfer) rules for IRAs and employer plans, but there are other rules that are equally important. This module fills in some of the gaps that were not covered in the other three modules and presents the opportunity for you to ask questions about any IRA topics.
Click link below to download power point presentation related to webinar.
Paper
96 Slides
Click link below to view the video of this webinar - To take the quiz in order to earn CE you must watch the videos in their entirety.
Video
Presentation Video - 104 minutes
Click link below to view the video of this webinar - To take the quiz in order to earn CE you must watch the videos in their entirety.
Video
Q and A Video - 45 minutes
Denise Applby
IAR program ID
C27292
CE Credit Designations and Licenses
CFP®
CLU
ChFC
RICP
IAR
Credit Type hours
2
Subject
IAR Products and Practices
Subject hours
2
Product and Practices Topic
Retirement Accounts
Product and Practices Course ID
C27292
Survey
Will provide certificate for this self study
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