New
20WX-0184: Roth IRAs - Ins & Outs of Contributions & Distributions (Webinar)
If you have questions about this event, please call us at 952-831-2707.
Thursday, April 30, 2020
12:00pm - 2:00pm Central Time
2 CPE (2 technical)
This training session is designed to get the accountant up to speed quickly with the complex Roth IRA contribution and distribution rules. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Major subjects
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Review the Roth IRA contribution rules and income limitations
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Learn how to convert IRAs into Roths and the tax ramifications
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Walk through the Roth distribution ordering rules and determine the tax ramifications (if any)
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Discuss the required minimum distribution (RMD) rules applicable to a beneficiary after the account owner's death
Learning objective(s)
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Once participants have completed this session they should be able to:
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Calculate the maximum allowable contribution to a Roth IRA
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List the ordering rules of Roth IRA distributions and determine if they are taxable
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Understand the Roth conversion rules and tax ramifications
Who should take this program?
Tax professionals that need an in-depth training on Roth IRA contributions and distributions rules.
Fees
Our records indicate
you are a
nonmember.
If you register, you will be charged
$79.00
(Standard Nonmember Fee).
Members: Please
log in
to receive member fee.
|
Standard Member Fee |
$79.00
|
 Standard Nonmember Fee |
$79.00
|
