IIA
IIA-CFSA · Question #354
__________ is a tool to transfer qualified investments from one account to another. In order to retain certain special tax treatments, funds may not be co-mingled with other types of assets…
The correct answer is C. Conduit IRA. See the full explanation below for the reasoning.
Question
__________ is a tool to transfer qualified investments from one account to another. In order to retain certain special tax treatments, funds may not be co-mingled with other types of assets, including other IRAS.
Options
- ARollover IRA
- Bsimple IRA
- CConduit IRA
- DSEP IRA
How the community answered
(38 responses)- A8% (3)
- B16% (6)
- C74% (28)
- D3% (1)
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