Learning Objective 4.6 Understand the treatment of Individual Retirement Accounts (IRAs), including Roth IRAs. 4.7 Learning Objective Explain the general contribution rules for Keogh and Simplified Employee Pension (SEP) plans. 4.8 Learning Objective Describe the general rules for qualified retirement plans and 401(k) plans. Learning Objective 4.9 Explain the pension plan rollover rules. Learning Objective 5.1 Understand the nature and treatment of medical expenses. Learning Objective 5.2 Calculate the itemized deduction for taxes. 5.3 Learning Objective Apply the rules for an interest deduction. individual taxpayer’s 5.4 Learning Objective Determine the charitable contributions deduction.
Learning Objective 4.6 Understand the treatment of Individual Retirement Accounts (IRAs), including Roth IRAs. Learning Objective 4.7 Explain the general contribution rules for Keogh and Simplified Employee Pension (SEP) plans. Learning Objective 4.8 Describe the general rules for qualified retirement plans and 401(k) plans. Learning Objective 4.9 Explain the pension plan rollover rules. Learning Objective 5.1 Understand the nature and treatment of medical expenses. Learning Objective 5.2 Calculate the itemized deduction for taxes. Learning Objective 5.3 Apply the rules for an individual taxpayer’s interest deduction. Learning Objective 5.4 Determine the charitable contributions deduction.
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