PASS YOUR CERTIFIED IRA SERVICES PROFESSIONAL EXAM Master retirement planning and IRA regulations with 500+ practice questions designed for banking professionals
PASS YOUR CERTIFIED IRA SERVICES PROFESSIONAL EXAM Master retirement planning and IRA regulations with 500+ practice questions designed for banking professionals. 500+ practice questions 5-minute study sessions Track your progress Remove mastered questions Text-to-speech support Dark mode available WHY GET CERTIFIED? Certified IRA Services Professional designation holders demonstrate expertise in retirement planning that banks value for compliance and client advisory roles. Position yourself as the IRA expert your institution needs. WHAT YOU'LL MASTER: • Traditional IRA contribution limits and deductibility phase-out thresholds • Roth IRA eligibility rules, income limits, and qualified distribution requirements • Required Minimum Distributions (RMDs) including SECURE 2.0 age changes • SEP IRA employer contribution rules and participation requirements • SIMPLE IRA 2-year transfer rules and contribution limits • Rollover rules for 401(k), 403(b), and direct vs. indirect transfers • Beneficiary distribution options for Eligible Designated Beneficiaries (EDB) • Non-Eligible Designated Beneficiary (NEDB) 10-year distribution rule • SECURE Act and SECURE 2.0 provisions affecting inherited IRAs • Prohibited transactions, self-dealing, and disqualified persons • IRA disclosure requirements and regulatory documentation standards • Excess contribution penalties, correction methods, and 6% excise tax • Roth conversion strategies and distribution ordering rules • Trust as IRA beneficiary requirements and see-through trust rules • Form 5498 IRA contribution reporting and Form 1099-R distribution codes STUDY ANYWHERE: Coffee breaks. Commutes. Lunch hours. Turn dead time into retirement planning expertise. Download now. Pass your exam. Master IRA services.
| 序号 | 名称 | 价格 | 货币 | 地区 |
|---|---|---|---|---|
| 1 | 项目 | ¥ 57 | CNY | 中国 |
