- The Largest Independent Retirement Savings and College Savings Provider | Ascensus Inc.
- News
- Store
- Contact Us
- Retirement Savings
- Terms & Conditions
- How to Report CE Credits
- IRAdirect® Interact
- Certificates of Completion
- Search
- How do I become a Certified IRA Specialist (CIS)?
- CIS I Certification Exam Guidelines
- CIS II Certification Exam Guidelines
- How do I become a Certified IRA Services Professional (CISP)?
- How Do I Report My CE Credits for the Academy of Knowledge?
- How Do I Report My CE Credits for Advanced IRAs?
- How Do I Report My CE Credits for Ascend?
- How Do I Report My CE Credits for HSA Frontline Fundamentals?
- How Do I Report My CE Credits for HSA Workshop?
- How Do I Report My CE Credits for IRA Essentials?
- How Do I Report My CE Credits for IRA Essentials OnDemand?
- How Do I Report My CE Credits for IRA Frontline Fundamentals?
- How Do I Report My CE Credits for IRA Institute?
- How Do I Report My CE Credits for HSA University?
- How Do I Report My CE Credits for Webinars?
- Qualified Retirement Plan Forms Checklist
- Forms Checklist
- Lobby Brochure Checklist
- How do I Report My CE Credits for IRA University?
- How do I become a Certified IRA Professional (CIP)?
- Maintaining the CIP Designation
- Academy
- College Savings
- Our Family of Companies
- Health Savings
- Blogs & Newsletters
- Financial Advisors
- Our Leadership
- Our Heritage
- Individuals
- Our Story
- Our Values
- Banks, Credit Unions, & Financial Institutions
- Employers
- Governments
- Institutional Partners
- Third-Party Administrators
- Education & Training
- Web Accessibility Notice
- Featured Expertise
- CIP Exam Guidelines
- IRA Training Organizer™
- HSA Training Organizer™
- Account Amending – Tax Law Changes for 2018
- IRA Document Amendment Solutions
- Copyright License—IRA Provisions Only Disclosure Statement Amendment
- ABLE Accounts 101
- Ascend Washington DC Course Material Files
- Ascend Chicago Course Material Files
- FAQs
- Ascend Las Vegas Course Material Files
- Webinars Course Overview
- IRA University Registration Fee
- IRA University Audience
- IRA University Professional Development
- IRA University Course Overview
- IRA University Fast Track
- IRA Essentials Registration Pricing
- IRA Essentials Continuing Education
- Webinars Professional Development
- HSA University Course Overview
- HSA University Audience
- HSA University Professional Development
- IRA Academy Course Overview
- IRA Academy Schedule
- IRA Academy Audience
- IRA Academy Professional Development
- IRA Essentials Course Overview
- IRA Essentials Audience
- eLearning Audience
- eLearning Professional Development
- eLearning Course Overview
- eLearning Registration Pricing
- Education and Training Contact Us
- IRA Institute Course Overview
- IRA Institute Registration Fees
- IRA Institute Schedule
- IRA Institute Professional Development
- IRA Institute Locations
- Ascend Course Overview
- Ascend FastTrack
- Ascend Locations
- Ascend Schedule
- Ascend Professional Development
- HTML Sitemap
- IRA Seminar Overview
- CHSP Certification Exam Guidelines
- IRA Academy Schedule
- How Do I Report My CE Credits for IRAs A-Z?
- <em>eLearning</em> LMS
- <em>IRA Essentials OnDemand</em>
- Coverdell Education Savings Accounts
- Ascend
- IRA Institute
- IRA Institute Online
- IRA University
- HSA University
- IRA & HSA Seminar Brainerd Lakes
- 2019 Legislative Update
- 72(t) Payments
- 2019 Top 10 IRA Issues
- Rollovers Between Retirement Plans and IRAs
- Building a Compliant IRA Program
- Handling IRA Legal Issues
- 2019 Top 10 HSA Issues
- IRA Beneficiary Distributions – Part 1
- IRA Beneficiary Distributions – Part 2
- Handling IRA Trust Issues
- Introduction to IRAs
- IRA Excess Contributions and Recharacterizations
- SEP Plans
- Everything Roth
- Introduction to HSAs
- Advanced HSAs
- Alternative Investment Issues and Prohibited Transactions
- Establishing and Amending IRAs
- IRA Contributions
- IRA Distributions
- IRA Transfers and Rollovers
- IRA Reporting
- IRA Required Minimum Distributions
- HSA On-Site Workshops
- IRA On-Site Workshops
- On-Site IRA<em>direct</em>® Workshops
- IRA FastTrack
- <em>IRA Compliance</em>
- <em>The Road to Retirement</em>
- <em>IRA Reference Service</em>
- <em>Forms Handbook</em>
- <em>ReadyContent</em>
- Consumer Marketing Brochures
- <em>Health Savings Account Compliance & Operations</em>
- <em>IRA Fact Book</em>
- <em>Desktop Guide to Coverdell Education Savings Accounts</em>
- <em>Qualified Plan Reference Service</em>
- <em>Desktop Guide to Owner-Only 401(k) Plans</em>
- <em>IRA Training Organizer</em>™
- <em>HSA Training Organizer™</em>
- <em>Desktop Guide to Health Savings Accounts</em>
- <em>Special Engagement Modules</em>
- IRA & HSA Seminar San Jose
- HSAs and Medicare
- HSA Fundamentals
- IRA Fundamentals
- IRA Withholding and Getting it Right
- HSA Advanced Concepts
- Building and Maintaining a Compliant IRA Program
- Complex Death Claims and How to Handle Them
- IRA Legal Issues and How to Handle Them
- IRA Trust Issues and How to Handle Them
- Recognizing Prohibited Transactions
- Self-Directed IRAs & Alternative Investments 101
- SIMPLE Plans
- IRA Seminar Lansing, MI
- IRA Seminar Marquette, MI
- IRA & HSA Seminars Lincoln, NE
- IRA Seminar North Platte, NE
- IRA Seminar Madison, WI
- IRA Seminar Wausau, WI
- IRA & HSA Seminars Bismarck, ND
- IRA Seminars Fargo, ND
- IRA Seminars Springfield, IL
- IRA Seminars Lincoln, NE
- IRA Seminars North Platte, NE
- IRA Seminars Louisville, KY
- IRA Seminars Springfield, IL
- IRA Seminar Louisville, KY
- IRA Seminar Birmingham, AL
- IRA Seminar Columbus, OH
- IRA Seminar Augusta, ME
- IRA Seminar Nashville, TN
- IRA Seminar Helena, MT
- IRA Seminar Colchester, VT
- IRA Seminar Meriden, CT
- IRA Seminar Charleston, WV
- IRA and HSA Seminars Traverse City, MI
- IRA Seminar Jackson, MS
- IRA Seminar Lubbock, TX
- IRA Seminar Dallas, TX
- IRA Seminar Houston/Katy, TX
- IRA Seminar San Antonio, TX
- IRA Seminar Columbus, OH
- IRA Seminar Cincinnati, OH
- IRA Seminar St. Louis, MO
- IRA Seminar Kansas City, KS
- IRA Seminar Los Angeles, CA
- IRA Seminar San Diego, CA
- IRA and HSA Seminar Baxter, MN
- IRAs A-Z Cleveland, OH
- IRA Academy Hawaii
- IRAs A-Z Salt Lake City, UT