IRAs, Retirement Plans, and Ethics: Video and Audio Overview

24 Wisconsin CE credits · Course #68869 · 5 ethics

IRAs, Retirement Plans, and Ethics is a 24-credit Wisconsin insurance continuing-education course from CEWisconsin, Wisconsin OCI-approved provider #20781. IRAs and employment-based retirement plans directly from the IRS. Ethics included! This page has a free 7-minute video overview and a 22-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 (7 min)

Published August 10, 2025 · 7 min · MP4

Listen to the audio overview (22 min)

Published April 26, 2025 · 22 min · MP3

What the course covers

The course material provides an extensive overview of Individual Retirement Arrangements (IRAs), including Traditional, Roth, SEP, and SIMPLE plans, detailing contribution limits for specific years, deduction rules for both employees and the self-employed, and the complex tax implications of distributions, rollovers, and conversions. Crucially, the text also examines various ethical dilemmas and professional standards within the insurance industry, addressing topics such as an agent's duty to clients and insurers, the controversial use of credit scores in underwriting, and the ethical management of claims following major disasters. Worksheets and guidance on filing requirements for forms like 5329 and 8606 are included, alongside information regarding prohibited transactions and the impact of the SECURE 2.0 Act of 2022 on retirement plan rules.

Course facts

Credits: 24 (Wisconsin requires 24 every two-year license period)
Ethics credits: 5 of the 24 (covers the 3-credit ethics minimum)
Course number: 68869
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
One-and-done: this single course covers all 24 required credits, ethics included
Note: Remember: all ethics credits count toward your 24 credit commitment. Three credits is just the required minimum.

Ready to take IRAs, Retirement Plans, and Ethics?

24 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

Full course details page

Frequently asked questions

Do the video or audio overviews earn CE credit?

No. Wisconsin CE credit for IRAs, Retirement Plans, and Ethics 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 7 minutes and the audio about 22 minutes. Both were produced from the course material with Google NotebookLM; the video was published August 10, 2025 and the audio April 26, 2025.

How do I take IRAs, Retirement Plans, and Ethics?

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 24 credits.

Does this course count toward the Wisconsin ethics requirement?

Yes. 5 of its 24 credits are ethics credits. Wisconsin agents need at least 3 ethics credits among the 24 required each two-year period, and this one course covers all 24.

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