copyright © 2003 Wall Street Instructors, Inc. All rights reserved.
INDIVIDUAL RETIREMENT ACCOUNTS
Welcome to Wall Street Instructors' Individual Retirement Accounts continuing education web course for Florida life agents. This interactive self-study program has been accepted by the Florida Department of Insurance to meet 7 credits of intermediate-level continuing education for life-licensed agents. FL DOI approval number: 42285.
This program is presented on-line -- with a self-monitored final examination. If you have any questions or comments while you study the material, you may e-mail your questions to an instructor by simply clicking on the "e-mail an instructor button" on the left side of each page. If you wish to study the material off-line, a printable version of the study text is available -- so you can study away from your computer. To return to Wall Street Instructors homepage, simply click on the logo to the left.
The study lesson is divided into four Modules covering four different types of IRAs: traditional, Roth, SEPs and SIMPLEs, plus two additional pages that pertain to all types of IRAs in general. You may study the material in any order you wish -- links are provided to help you navigate through the material. We suggest that you follow the "Next" button found at the end of each page. If you do so, you are assured that you have covered all of the study material completely. As you proceed through the text, you will be presented with review questions to be answered on-line at the end of each Module. To earn continuing education credits you must answer these questions. Your answers will be immediately graded and the results electronically reported back to you. The review questions can be answered on the "honor system" -- an outside monitor is not needed. Upon completion of the study materials you must pass the self-monitored final examination. Passing score is 70% correct. When you have successfully completed the final examination, Wall Street Instructors will send you a certificate of completion for your records, and notify the Department of Insurance of your successful completion.
Some tables in this course are in PDF format directly from the I.R.S. and require Acrobat Reader. You will need Acrobat Reader to view these tables. If you do not already have Acrobat Reader, please click below to download a free copy directly from Adobe.
NOTICE: While every effort has been made to provide up-to-date information, this program does not in any way offer legal or tax advice for specific situations. Legal and tax experts should be consulted - especially in planning complex retirement strategies.
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copyright © 2003 Wall Street Instructors, Inc. All rights reserved. No portion of this program may be reproduced, stored in a retrieval system, or transmitted in any form or by any means mechanical, photocopying, recording or otherwise without prior written permission of Wall Street Instructors, Inc.