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This course resumes the examination of the 25 IRA rules every financial professional must know. Students explore the 5-year rules for Roth IRAs, qualified domestic relations orders or QDROs, non-spouse beneficiary rollover rules, and goes in-depth on the 10% early distribution penalty exceptions including cases and planning ideas.

​Learning Objectives:

Upon successful completion of this course, you will confidently be able to:

• Explain the two different 5-year rules for Roth IRAs,
• Avoid non-spouse IRA rollover errors, and
• Identify 10% penalty exceptions.

Course Syllabus

To begin, click on Course Material below. As you move through the lessons, make sure to mark each lesson complete, and then click Next Lesson at the bottom of each page. Once you complete the entire course, the progress bar will show 100%.