Roth IRAs Explained

The purpose of this course is to better equip you in your professional activities as an Insurance Agent or Insurance Adjuster.

$9.99

Eligible for All License Types

CE Hours:

3

The purpose of this course is to provide you with the tools to better inform your customers about Roth IRAs and investing in general. In the first Module we are going to discuss a brief History and Overview of Roth IRAs. In the second Module we delve into Roth IRA contribution rules In Module Three we discuss Roth IRA withdrawal rules. The course concludes with Module Four a review of the “Working-Definitions” of Investing in general. This course also includes three important Appendices: Appendix A – Roth IRA Income Limits for Contributions; Appendix B – Roth IRA Eligibility 2020 and 2021; and Appendix C – on the Time Value of Money.

This course makes a few assumptions about you the student:

  • You are a currently licensed Insurance Agent or Adjuster.
  • You are interested in additional information, resources, and knowledge regarding the inner workings of Roth IRAs and Investments in general.

This course consists of four Modules; each Module concludes with a Key Takeaway section; these are important and are the basis of the Module Quizzes and Final Exam. 

  • Module One: General Overview
  • Module Two: Contribution Rules
  • Module Three: Withdrawal Rules
  • Module Four: Investing Working Definitions
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