12.20.2022 - Roth
Roth IRAs: Conversions, Mega Back-Door, and Tax Planning with Roth IRAs.
Presented by Larry Pon, CPA,
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.