This class was created by Brainscape user Shantel Albert. Visit their profile to learn more about the creator.

Decks in this class (12)

IRA Compliance
Which irc section explains the 10...,
Which irc section outlines the ge...,
Which irc section details the rul...
18  cards
IRA Opening & Required Documents
What documents are required by th...,
Which document serves as the trad...,
Which document states the rules t...
32  cards
IRA Contributions
Which of these are considered eli...,
What is the traditional ira regul...,
What are the traditional ira spou...
29  cards
IRA Distributions
Colin age 34 is a beneficiary of ...,
Kathy age 39 has a traditional ir...,
Aaron age 42 states that his adju...
25  cards
IRA Withholding & Portability
Carl is a us citizen who has prov...,
Dale has chosen to receive a dist...,
Morgan has arranged with his fina...
28  cards
Conversions & Advanced Portability
What are the characteristics of a...,
What are the characteristics of a...,
What are the characteristics of a...
20  cards
Roth Distributions & Recharacterizations
What are the requirements for a r...,
What are the tax advantages of a ...,
What is a nonqualified roth ira d...
40  cards
Beneficiary Distributions
Stanley s date of death was febru...,
Stanley s date of death was febru...,
Henrietta was born on september 4...
29  cards
IRA Reporting & Legal Compliance
On august 12 2023 justine age 39 ...,
On august 12 2023 justine age 39 ...,
On april 12 2023 karen age 67 mad...
28  cards
SIMPLE Plans
What are the employer eligibility...,
What is the employer simple ira p...,
What are the employee eligibility...
24  cards
SEP Plans
What types of employers can estab...,
Regarding a sep plan what is a co...,
How is a controlled group treated...
20  cards
IRA Institute Review
Which of the following occurs if ...,
Which internal revenue code secti...,
What is the deadline to contribut...
21  cards

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ira institute

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