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…
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 implications of Roth conversions, what to consider for clients that are pre-Medicare and why your clients should consider the Mega Back-Door Roth.
*CE/CPE Eligible: 1 CE credit is available to subscribers with these designations: CFP, CLU, ChFC and RICP. CPA subscribers will earn 1 CPE credits.
Field of Study: Specialized Knowledge
Prerequisites: There are no prerequisites for this session.
Advanced Preparation: None
Program Level: Basic
Delivery Method: Group Internet Based
NASBA Approved
Financial Experts Network (Sponsor Id#: 145173) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.