CWF's IRA Tests

 

Testing oneself is good. It will help a person improve. It should lessen liability concerns.

We at CWF have created a number of multiple choice IRA tests. They serve multiple purposes for an individual to determine how well he or she has mastered IRAs and a particular IRA subject allowing a person to improve their IRA knowledge.

 

The CWF IRA Tests:

  1. Take CWF Test #501. There are 20 questions. No Charge for this test.
  2. Test # 601 - 50 Questions
  3. Test # 602 - 50 Questions
  4. Test # 603 - 50 Questions
  5. Test # 604 - 50 Questions
  6. Test # 701 - 60 Questions
  7. Test # 702 - 80 Questions
  8. Test # 705 - 30 Questions
  9. Test # 801 - 124 Questions - Inherited IRAs for a non-spouse beneficiary
  10. Test # 901 - 100 Questions - Transfers, Direct Rollovers and Rollovers
  11. Test # 902 - 90 Questions - Roth IRA Conversions

Tests # 501 - #705 are testing general knowledge of IRAs.

Test # 801 is devoted to the topic of inherited IRAs for a non-spouse beneficiary. This test is very comprehensive.

Test # 901 is devoted to the topics of transfers, direct rollovers and rollovers. The test is comprehensive. Qualified HSA funding distributions are covered, but Roth IRA conversions are not. See Test # 902 for Roth IRA Conversions.

We will furnish a test either in print format or an eVersion. The eVersion will correct each test where the print version will need to be manually corrected by using our answer sheet.

 

Contact us to be furnished one or more IRA Tests.

Call Jim Carlson at (800) 346-3961
or send email at jmcarlson@pension-specialists.com.


For pricing and to place your order -
www.pension-specialists.com/catalog/iratests.pdf

 

© Copyright 2016, Collin W. Fritz & Associates, Ltd.