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Submitted by Missy Davis on

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
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How would you rate this Self Study Program?
The learning objectives were clearly articulated
Content was well organized and presented
Content was relevant and helpful
The length of the program was just right to adequately cover the content
Will provide certificate for this self study
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