Name: 2025 Individual Retirement Accounts
Price: 110 USD
Rating: 5 (6 reviews)

What You'll Learn

check_circleUnderstand the tax advantages of traditional IRAs.

check_circleDistinguish between qualified and non-qualified distributions from Roth IRAs.

check_circleLearn how to convert from a traditional IRA to a Roth IRA.

check_circleRecognize the requirements for establishing and maintaining a Simple IRA.

check_circleExplore the rules surrounding distributions from a SEP IRA.

check_circleIdentify the criteria for determining whether a SEP plan is top heavy.

About This Course

This course will review the following types of IRA accounts: Traditional IRAs, Roth IRAs, SIMPLE IRAs and SEP IRAs. This course will also describe who is allowed to open and contribute to an IRA account during the taxable year as well as when taxpayers are permitted to take distributions from an IRA account.

At the end of this course, students will be able to:

Identify the requirements for serving as a trustee for an IRA account
Recognize the requirements for opening a traditional IRA account
Recognize the maximum contribution that can be made by a taxpayer to an IRA account
Calculate the amount of a partial deduction to an IRA account
Identify when a taxpayer must start receiving distribution from an IRA account
Calculate the amount of minimum distributions from an IRA account
Recognize prohibited transactions for an IRA account
Recognize the maximum contribution that can be made by a taxpayer to a Roth IRA account

Your Instructor

Lambers Inc.

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Lambers, Inc. is a leader in review courses for the EA, AFSP, and CPA exams. Lambers also offers IRS Continuing Education for Tax Preparers and CPE for CPAs. Accounting and finance professionals around the world incorporate Lambers products into their training programs.

Frequently Asked Questions

We are a registered provider with 327+ associations and regulatory bodies worldwide. We operate across 29 global markets including Canada, the US, Australia, and the UK. Every course page clearly displays its specific accreditations. Upon completion, you receive a professional certificate that can be validated online. Our certificates include all necessary accreditation details, credit hours, and completion dates, and are formatted specifically to meet the submission requirements of most global regulatory bodies.

2025 Individual Retirement Accounts

What You'll Learn

About This Course

Your Instructor

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