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In this final course dedicated to the 25 IRA rules, students focus on key information on splitting IRAs, spousal rollovers, tax breaks for IRA and plan beneficiaries, 60-day rollover relief, and correcting excess IRA contributions.

​Learning Objectives:

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

• Identify when and how to split IRAs,
• Navigate spousal IRA rollovers, and
• Develop an action plan to avoid rollover mistakes.

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%.