• Duration

    121 minutes

  • Learners

    30+

  • Video

    46 minutes

    IRA College Basics

    There are different rules on who and how much can be made as IRA contributions. There are also
    additional benefits of a tax deduction and tax credits available to certain IRA contributors. By the end of
    this course, you will understand:
    • The various types of IRA contributions
    • Explore the annual limits and deductibility rules.
    • The Saver’s Tax Credit
    • Contribution deadline

    Course Syllabus

    Traditional IRA Annual Contribution Rules 
    Roth IRA Annual Contribution Rules 
    Spousal Contribution Rules 
    Saver’s Tax Credit Eligibility and Calculation 
    Annual Contribution Deadline 
    Annual Contribution Reporting  
    Military Contribution Rules and Deadline  
    Meet the instructor

    JP Ruiz

    JP Ruiz has spent more than 30 years as a consultant and trainer in the retirement and financial services industry. He was also the creator of the preparatory course for the American Bankers Association's Certified IRA Services Professional, CISP, designation. With his comprehensive knowledge of alternative investments, his consulting and training expertise was sought after by numerous third-party administrators in the self-directed IRA market.

    JP has also served as a member of the faculty of the national schools including the American Bankers Association (ABA) Trust School and the Graduate School of Banking at the University of Wisconsin - Madison. Ruiz is the creator of the IRA College which is the preparatory school for retirement professionals pursuing the Certified IRA Services Professional, CISP, designation through the American Bankers Association and is an approved Continuing Education Provider by the North American Securities Administrators Association.

    Ruiz is also the founder of Ruiz Consulting LLC which provides consulting services and education for numerous IRA and Solo 401(k) Administrators.

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