Series 66: 5.2.4 Individual Retirement Accounts (IRAs)

Taken from our Series 66 Online Guide

5.2.4 Individual Retirement Accounts (IRAs)

In its materials, the IRS refers to the “individual retirement arrangement,” which encompasses both the individual retirement account and the individual retirement annuity. This text will discuss only the individual retirement account and will use the acronym IRA to refer to only that type of retirement plan account.

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