Life Insurance Exam [National] 73 – Individual Retirement Accounts Explained

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Life Insurance Exam [National] 73 – Individual Retirement Accounts Explained

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This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening access to high-quality exam preparation resources and helping learners prepare more effectively for professional certification exams. This episode covers content for the National Exam life insurance exam. In this episode you will learn: • The fundamental tax differences between Traditional tax-deferred IRAs and Roth tax-free IRAs. • The 2025 annual contribution limits of $7,000 and the $1,000 catch-up provision for individuals aged 50 and older. • How to identify "qualified distributions" for Roth IRAs including the five-year rule and age requirements. • The rules governing Required Minimum Distributions and how they differ between Traditional and Roth structures. • Key exceptions to the ten percent early withdrawal penalty that frequently appear on the national insurance exam. For more free exam prep tools, practice questions, and AI-powered explanations, visit https://open-exam-prep.com/ or Youtube Channel: https://www.youtube.com/@Open-exam-prep

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