IRAs - KY
Insurance Continuing Education in Kentucky
Your Price: $12.95
4 credit hours
If you take this course you may also choose to earn the following additional credits:
CE for CFP® Professionals
American College CE (PACE)
If purchased today, this course must be completed by:
June 22, 2026 (365 Days)
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
Course Details
Rules for Kentucky 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 open book.
- Licensees cannot receive CE credit for both a self-study (examination) course and a classroom course based on the same published materials.
- Licensees will earn credit only once for a course completed in their current biennium regardless of the number of times the same course is taken.