Webinar Registration

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

12:00pm 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…

Webinars are for Financial professionals only. Exceptions may be made for clients of Finacial experts Network subscribers.

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What You'll Learn

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Webinar Description

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.