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Retirement Plans and Traditional IRAs: Rollovers of Taxpayer Investment

Vorris Blankenship

In this course, Vorris Blankenship carefully explains the detailed rules and possible consequences of rollovers from IRAs and qualified plans to other such plans and IRAs. Mr. Blankenship provides important information on the details of these rollovers.

Topics covered include:

  • Distributions eligible for rollovers
  • Investment portion of a designated distribution
  • Identifying a designated distribution
  • Investment rollovers from a qualified plan
  • Investment rollovers from IRAs
  • Comparative approaches

Course Details
Price:  $24.00
Field of Study:  Taxes
Prerequisites:  None
Level:  Overview
CTEC course number:  1075-CE-6815
Course was last updated on:  06/08/07
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Library:
Learning Center Core
Wealth Management

Technical Requirements:
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Credit Available For: Units
CPE 2 CPE
QAS 2 CPE
CFP® (Accepted by the CFP Board) 2 CPE
Enrolled Agent (Accepted by the IRS) 2 CPE
CTEC Federal 2 CE

Note: Recommended CPE credit is based on a 50-minute hour. Participants earning credits for states that require self-study to be based on a 100-minute hour will receive half the recommended CPE credits for successful completion of this course.

Since Continuing Professional Education requirements vary from state to state and are subject to change without notice, please contact your state board of accountancy for information on your CPE requirements and the applicability of this course to meet those specifications.

CCH has been approved by the California Tax Education Council to offer courses that provide federal and state credit towards the annual "continuing education" requirement imposed by the State of California. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, toll-free by phone at (877) 850-2832, or on the Internet at www.ctec.org.

User Reviews
Reviewer: Michael B. submitted on 06/04/2009
Acouple of the examples keeping the fact pattern substantially the same (i.e. excl'n ratio of 25%)
Reviewer: Doug H. submitted on 12/30/2007
current
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