IRAs and Retirement Plans: Video and Audio Overview

19 Wisconsin CE credits · Course #69271

IRAs and Retirement Plans is a 19-credit Wisconsin insurance continuing-education course from CEWisconsin, Wisconsin OCI-approved provider #20781. IRAs and employment-based retirement plans directly from the IRS. This page has a free 8-minute video overview and a 45-minute audio overview to use before you enroll or while you study. CE credit comes from the course material and its test, not from watching or listening.

Watch the video overview (8 min)

Published August 14, 2025 · 8 min · MP4

Listen to the audio overview (45 min)

Published April 26, 2025 · 45 min · MP3

What the course covers

The course material consists of excerpts from Internal Revenue Service (IRS) publications that provide detailed guidance on various tax-advantaged retirement plans, primarily for use in preparing 2024 tax returns. The documents explain the rules governing different types of accounts, including Traditional IRAs, Roth IRAs, Simplified Employee Pension (SEP) plans, and Savings Incentive Match Plan for Employees (SIMPLE) plans, covering topics such as contribution limits, eligibility requirements, and the tax treatment of contributions and distributions. Specifically, the material addresses required minimum distributions (RMDs), penalties for early withdrawals or excess contributions, the impact of the SECURE 2.0 Act of 2022 on plan features like Roth options, and instructions for filing necessary IRS forms like Form 8606 and Form 5329.

Course facts

Credits: 19 (Wisconsin requires 24 every two-year license period)
Ethics credits: none; pair it with an ethics course if you still need your 3
Course number: 69271
Format: self-study reading, then an online multiple-choice test (70% to pass, unlimited free retakes, disinterested-party proctor required)
Reporting: CEWisconsin files your completion with the Wisconsin OCI

Ready to take IRAs and Retirement Plans?

19 CE Credits

Open the course in the catalog, buy the credits you need, read, and test. Pricing is all-inclusive.

Go to the course in the catalog

Frequently asked questions

Do the video or audio overviews earn CE credit?

No. Wisconsin CE credit for IRAs and Retirement Plans comes from reading the course material and passing its proctored online test with a score of 70% or better. Retakes are free and unlimited. The video and audio are free study aids.

How long are the video and audio overviews?

The video runs about 8 minutes and the audio about 45 minutes. Both were produced from the course material with Google NotebookLM; the video was published August 14, 2025 and the audio April 26, 2025.

How do I take IRAs and Retirement Plans?

Buy CE credits on the catalog page (pricing is all-inclusive: the state submission fee and retakes are included), open the course, read the material, and take the test. This course uses 19 credits.

Does this course include ethics credits?

No. All 19 credits are general credits. Wisconsin requires at least 3 ethics credits among the 24 required each two-year period, so pair it with an ethics course if you still need those; see cewisconsin.com/ethics.html.

About these previews: the video and audio overviews were produced with Google NotebookLM from the course material. They summarize; the course text and its test are the authority. Page updated September 5, 2026.

Questions about a course?

Call or text Bill at 608-219-4985 or email mailadmin@cewisconsin.com