IRAs - MA

Insurance Continuing Education in Massachusetts

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$18.95

4 credit hours

Price includes
CE Course :
$12.95
Roster Fee :
$6.00

* A roster fee of $1.50 per credit is required to file Insurance Continuing Education credit in Massachusetts. That fee is collected as part of your purchase and is then used to pay for the filling of your credits.

If purchased today, this course must be completed by:
August 03, 2024 (127 Days)

Massachusetts insurance continuing education requires an impartial third-party proctor be present during your final exam. The proctor cannot be a friend, relative or co-worker of the licensee, nor anyone with a financial interest in the exam result. This rule had been temporarily waived due to COVID-19, but that waiver period has now ended.
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?Yes
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:23244
Approved Title:IRAs
Approved Credits
4 credits in General (G)
Provider:InsuranceStudy.com
Provider Number:13051
Topics Covered:General Principles of Financial Planning, Retirement Savings
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.
  • Examinations must be proctored by a disinterested third-party. The proctoring process must ensure that the examination will be completed by the student and done so on a closed-book basis without assistance.The proctor must be physically present as the student takes the exam.
  • The state of Massachusetts charges an additional fee of $1.50 per credit hour.