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This course is the first of three courses dedicated to the 25 IRA rules every insurance professional must know. Students will explore IRA basics and learn through numerous real-world examples, showcasing the challenges and outcomes faced by other insurance professionals in their practices.

​Learning Objectives:

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

• Articulate the basics of IRA distribution planning,
• Identify and avoid potential SEP and SIMPLE IRA mistakes, and
• Advise clients on year-of-death distributions.

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%.