Keogh (HR-10) Plans

COURSE NAME:
Keogh (HR-10) Plans

COURSE DESCRIPTION:
This course examines how Keogh Plans provide retirement savings for self-employed persons or employees of unincorporated businesses, and discusses how Keogh Plans are funded, eligibility, contribution limits, taxation, and distribution rules.

LEARNING OBJECTIVES:

    • Examine the purpose of a Keogh Plan
    • Be acquainted with how Keogh Plans are funded
    • Be acquainted with eligibility rules and employee coverage under a Keogh Plan
    • Be acquainted with contribution limits under a Keogh Plan
    • Be acquainted with tax treatment under a Keogh Plan
    • Be acquainted with distribution rules for a Keogh Plan

TOPICS COVERED:

Introduction

Lesson 1: PURPOSE

Lesson 2: FUNDING

Lesson 3: ELIGIBILITY AND EMPLOYEE COVERAGE

Lesson 4: LIMITS ON CONTRIBUTIONS AND BENEFITS 

Lesson 5: TAXATION

Lesson 6: DISTRIBUTION RULES

 

REGULATORY REQUIREMENT:
Please see the state/regulatory requirement from the course catalog page.

SEAT TIME:
This course has been approved for 1 hour.

COURSE PRE-REQUISITE:
N/A

TESTING:
Final Exam - You will be required to pass the final exam with a 70% in order to receive course credit.

COURSE COMPLETION:
Upon successful completion of this course you will be able to print your certificate online.

ABOUT THE SUBJECT MATTER EXPERT:
Prepared by: Matt H. Evans, CPA, CMA, CFM

This course provides a concise overview of capital budgeting analysis. This course is recommended for 2 hours of Continuing Professional Education. In order to receive credit, you will need to pass a multiple choice exam which is administered over the internet at www.exinfm.com/training

A companion toll free course can be accessed by dialing 1-877-689-4097, option 3, ID 752.