This six-week online course provides the tools to build a solid IRA knowledge base and become certified as a Certified IRA Specialist (CIS) I. Topics include establishing an IRA, contributions, Traditional and Roth IRA distributions, and portability.

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Course Overview

Each week consists of a self-paced eLearning module (45 to 60 minutes), followed by a 90-minute interactive webinar on Wednesdays at 1:00 p.m. CT to help participants apply their knowledge from the eLearning module. If you’re unable to attend, webinars are recorded for on demand viewing. After completing IRA University, attendees have the opportunity to earn their Certified IRA Specialist I (CIS I) designation for no additional cost.

Week One – Getting Started Webinar

  • IRA University guidelines and expectations
  • How to access eLearning modules
  • Exam requirements
  • eLearning homework assignment

Week Two – IRAs – Benefits and Contributions

  • IRA definition
  • IRA contribution eligibility
  • Contribution deadlines
  • Contribution limits
  • Tax advantages
  • eLearning homework assignment

Week Three – Establishing an IRA

  • Opening an IRA
  • Naming beneficiaries
  • IRA opening documents
  • eLearning homework assignment

Week Four – IRA Distributions Overview and Roth Distributions

  • IRA distribution taxation
  • Roth distribution ordering rules
  • Documenting Roth IRA distributions
  • Reporting Roth IRA Distributions
  • eLearning homework assignment

Week Five – Traditional IRA Distributions

  • Traditional IRA distribution taxation
  • Required minimum distribution rules
  • Documenting a Traditional IRA distribution
  • Reporting a Traditional IRA distribution
  • eLearning homework assignment

Week Six – Portability

  • Differences between transfers, rollovers, direct rollovers, and indirect rollovers
  • Determining the transaction type
  • Documenting transfers, rollovers, direct rollovers, and indirect rollovers

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