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During the past 15 years, there have been many new rules affecting IRAs.
The Taxpayer Relief Act of 1997 introduced the Roth IRA and changed some of the rules for traditional IRAs.
Early in 2001, the IRS provided new rules for required minimum distributions (RMDs).
The 2001 Tax Relief Act increased contribution limits, with "catch up" provisions for workers nearing retirement. In 2006, Congress made these provisions permanent.
This tutorial will help you learn more about:
How an IRA can help you pursue your retirement savings goals.
Different types of IRAs.
Tax treatment of IRA contributions and withdrawals.
Rollover and conversion considerations.
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Why Plan for Retirement?
How an IRA Can Help
The Power of Time
Withdrawals and Penalties
The Roth IRA
Contributing to a Roth IRA
Traditional or Roth?
Roth IRA Conversions
Investor Scenario 1
Investor Scenario 2
Investor Scenario 3
Investor Scenario 4
Investor Scenario 5
The Rollover Advantage
Your Advisor Can Help
This self-study tutorial reviews IRA opportunities to help you determine which type of IRA might best fit into your overall retirement plan.