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Module 8a

Retirement and Estate Planning > Planning for a Secure Retirement > Module 8a

Module 8a: IRA Basics


  • to explain IRAs
  • to determine eligibility for a tax deductible IRA
  • to explore the type of IRA appropriate for an individual
  • to explain how to start an IRA

Individuals have the option of investing in tax-deferred financial products as a way to save for retirement. These products include traditional IRAs and Roth IRAs.

The guides that are listed below provide the basics about IRAs as well as explaining how to establish an IRA. You should allow about 20 minutes to read.

Contributions to Individual Retirement Arrangements (IRAs) (Source: IRS)

Understanding IRAs (Source: 360 Degrees of Financial Literacy)

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