TACFS

CE 155 25 IRA Rules You Must Know (Part Two)

CE 155 25 IRA Rules You Must Know (Part Two)

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This course resumes the examination of the 25 IRA rules every financial professional must know. Students explore the 5-year rules for Roth IRAs, qualified domestic relations orders or QDROs, non-spouse beneficiary rollover rules, and goes in-depth on the 10% early distribution penalty exceptions including cases and planning ideas.

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