Years of savings in an IRA or other tax deferred retirement account can be lost to avoidable income tax, IRS penalties and poor tax planning. In many cases, these costs can be avoided by following the provisions in the Internal Revenue Code, IRS regulations and other IRS guidance. These sources, however, are often very complex and can be easily misunderstood. This class covers 20 tax saving tips that can help account owners avoid pitfalls that frequently cost them a great deal of money.

Your certificate will be awarded upon successful completion of the course requirements which include a video lecture that will be followed by a 10 question final exam.