Roth IRAs:
Conversions, Mega Back-Door, and Tax Planning with Roth IRAs.
Conversions, Mega Back-Door, and Tax Planning with Roth IRAs.
Boost Your Client's Tax Planning outcomes and reduce out-of-pocket costs - CE Credit Available
Tuesday, December, 20 • ET • 75 minutes
Earn 1 CE credit Trusted by 10,000+ financial advisors

Larry Pon, CPA
Tax Planning Educator
What You'll Learn
Roth IRAs have many tax advantages such as no required minimum distributions and, if qualified, the distributions are tax free which also includes distributions to beneficiaries that are also tax free.
Join CPA Larry Pon to learn when you can contribute to a Roth, the tax…