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Individual Retirement Accounts course (print)

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S810M

May. 03, 2013 - Nov. 25, 2014

2nd Edition

Learn the basics of IRAs, and be able to explain the benefits and conditions to members. This course describes the development of various retirement savings accounts, as well as many of the complex requirements that apply to each type of account. Covers traditional Roth and education IRAs, plus 401(k), SEP, SIMPLE, and Keogh plans.

This is a CUNA STAR course.

This book is currently unavailable. New edition coming soon!

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$47.50CUNA member price

Additional discounts available.

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S810M

May. 03, 2013 - Nov. 25, 2014

Topics include:

  • Evolution of a Good Idea
  • IRA Eligibility
  • IRA Contributions
  • IRA Distributions
  • Other Retirement Plans
  • Advantages and Disadvantages

An optional online exam is available for this course through CUNA Professional Development Online (CPD Online). Exams can be purchased for $24.50 each.

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$47.50CUNA member price

Additional discounts available.

Please view cart for pricing and product options.

S810M

May. 03, 2013 - Nov. 25, 2014

Buy Now

$47.50CUNA member price

Additional discounts available.

Please view cart for pricing and product options.

S810M

May. 03, 2013 - Nov. 25, 2014

Recognition

Recognition opportunities are offered at various training milestones with CUNA designations and certificates.

College Credit

Select courses are recommended for college credit for students who pass proctored, college-level exams and carry college credit recommendations.

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$47.50CUNA member price

Additional discounts available.

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S810M

May. 03, 2013 - Nov. 25, 2014

CUNA courses are a simple, affordable way to provide current, real-world training to your credit union. Courses are available in print and/or online through CUNA Professional Development Online (CPD Online). With hundreds of courses to choose from, you're sure to find learning materials to fit your credit union's needs. See a full course list.

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CUNA is committed to providing a quality learning experience. If for some reason you are not fully satisfied, contact us and we'll provide you a full tuition refund or credit.

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Buy Now

$47.50CUNA member price

Additional discounts available.

Please view cart for pricing and product options.