Chapter 5_RF - employer sponsored IRAs After a brief...

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Chapter 5 T RADITIONAL IRA LEARNING OBJECTIVES: A. Have a basic understanding of the traditional IRA, including advantages, disadvantages, and tax implications. REVIEW: This chapter begins with a general discussion of the traditional IRA, what it is, when to use it, and advantages and disadvantages. A longer section on tax implications follows discussing contributions, investments, loans, distribution and rollover rules, and
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Unformatted text preview: employer sponsored IRAs. After a brief section on learning more, the chapter closes with a short question and answer section which covers a few related topics. FEATURED TOPIC: Traditional IRA CFP® CERTIFICATION EXAMINATION TOPIC: Topic 63: Other tax-advantaged retirement plans A. Types and basic provisions (traditional IRA) KEY WORDS: traditional IRA, deduction limits, active participant, nondeductible IRA, rollover...
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