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Instructor:

Contributor: Interactive Brokers

Level: Beginner

This course puts retirement plans into historical perspective and aims to help the student understand what contributions can be made to different types of plans. You will learn about what the IRS permits as allowable types of investments into different plan types, as well as rules about IRA beneficiaries.

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Lesson: #1 Understanding Retirement Accounts

The main topics of this lesson are: Retirement Account History; 401k – 403B Plans; Roth 401k and IRAs Traditional IRAs and Rollover IRA SEP IRA; Other Plans and Inherited IRAs. For this lesson refer to the Study Notes and watch the video for a synopsis.

Lesson: #2 Traditional and Roth IRAs

The main topics of this lesson are: IRA Contributions - Traditional and Roth IRAs; SEP IRA Contributions; Distributions – Traditional and SEP IRA; and Distributions - Roth IRAs and Roth 401K. For this lesson refer to the Study Notes and watch the video for a synopsis.

Lesson: #3 Allowable Investments in IRAs

The main topics of this lesson are: Allowable Investments; Illiquid Investments; Business Interests; and Publicly Traded Partnerships. For this lesson refer to the Study Notes and watch the video for a synopsis.

Lesson: #4 Tax Treatment of IRA’s

The main topics of this lesson are: Roth IRAs and Roth 401Ks; Traditional and SEP IRAs; and Charitable Option. For this lesson refer to the Study Notes and watch the video for a synopsis.

Lesson: #5 IRA Beneficiaries

The main topics of this lesson are: IRA Beneficiaries – Spouse and Non-Spouse; Roth IRA; and Trust as Beneficiary. For this lesson refer to the Study Notes and watch the video for a synopsis.

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