IRAs - MA

Insurance Continuing Education in Massachusetts

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Your Price: $11.01

regular price: $12.95

4 credit hours

If purchased today, this course must be completed by:
August 03, 2022 (319 Days)

The Massachusetts Division of Insurance (DOI) has temporarily removed the normal proctoring requirement for students taking online courses. Until this emergency has abated, a proctor is no longer required to be present during your exam. Students must instead print out and sign the Continuing Education Attestation of Personal Responsibility Form, which will be provided to you along with your exam. This form requires individuals to attest that they have not received outside assistance while completing the online course exam.
Description

This course was designed, constructed and written to provide continuing education for Financial Professionals in the area of individual saving for retirement with special attention to IRAs.

It acknowledges and includes some examination of the Educational IRA (Coverdell Education Savings Account) as well due to the competing needs of retirement and education. It also highlights withdrawals for education expenses that are a common component of the 3 government sponsored accumulation programs.

Course Objectives

  • Inform students about practical and useful realities in the marketplace, government involvement and the economy that relate to saving for future needs. 
  • Increase student’s overall competency in retirement issues
  • Increase specific knowledge about Traditional, Roth, and Educational IRAs
  • Clarify the differences between retirement alternatives
  • Provide a basis for analysis for retirement income needs.
  • Examine approaches for determining a plan for saving to meet the goal

Exam Details

Need Proctor?No
Question Count:25
Passing Grade:70%
Attempts to Pass:Unlimited
Note: If you choose to request additional credit types while taking this course, the number of exam questions and proctor rules may change to meet those credits' requirements.

Course Details

Course Number:C23244
Approved Title:IRAs
Provider:InsuranceStudy.com
Provider Number:S13051
Topics Covered:Life and Health, Financial Planning, Life
Approved Credits
4 credits in General (G)
Program Level:Advanced

Rules for Massachusetts Insurance Continuing Education

  • This state allows for course material to be downloaded. Please note that not all courses will have content that is suitable or available for downloading.
  • Exam is closed book.
  • The state of Massachusetts charges an additional fee of $1.50 per credit hour.