Roth IRA Fundamentals: Understand Eligibility, Contributions, Rollovers & Transfers
EVENT DATE:
PRESENTER(s): Charles K. Montecino
This program has been approved NASBA & IRS CPE Credit 2(Taxes)
Join this course to explore IRA plan eligibility, contribution, rollover, and transfer rules, and learn how they impact IRA owners as well as financial organizations and will review the investment opportunities for individuals to save for retirement, including IRAs, Roth IRAs, Backdoor Roth IRAs, SIMPLE IRAs, and other employer-sponsored retirement plans.
We will conduct a comprehensive review of these investment vehicles, providing participants with a thorough understanding of their features, benefits, and eligibility criteria. By delving into the intricacies of each option, individuals will be empowered to make informed decisions and devise a personalized retirement savings strategy that aligns with their financial goals.
- Taxation of withdrawals
- Early withdrawals
- The order of withdrawals
- Required withdrawals
- Pros and cons of Roth IRAs
- History of Roth IRAs
- Will include Roth 401/(K) plans
- Conversions and rollovers
- Recharacterizations
- Distributions after death
- Qualified distributions
Credits and Other information:
- Recommended CPE credit – 2.0
- Recommended field of study – Taxes
- Session Prerequisites and preparation: None
- Session learning level: Basic
- Location: Virtual/Online
- Delivery method: Group Internet Based
- NASBA Sponsor: 146439
- IRS Course ID: PJGWS-T-00089-24-O
- Attendance Requirement: Yes
- Session Duration: 2 Hours
- Case Studies and Live Q&A session with speaker
- PowerPoint presentation for reference
Who Will Benefit:
- CPA
- Enrolled Agents (EAs)
- Tax Professionals
- Attorneys
- Other Tax Preparers
- Finance professionals
- Financial planners
