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This course continues the exploration of essential IRA considerations for insurance professionals. Students will gain a more in-depth understanding of pre- and post-SECURE Act IRA rules, including annuities in plans, and examine how these elements impact the profession. The course includes numerous real-world examples highlighting the challenges and outcomes experienced by fellow insurance professionals.

​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%.