This training session is designed to get the accountant up to speed quickly with the complex Roth IRA contribution and distribution rules. Description ...


 Learning Objectives:
Once participants have completed this session they should be able to:
• Calculate the maximum allowable contribution to a Roth IRA
• List the ordering rules of Roth IRA distributions and determine if they are taxable
• Understand the Roth conversion rules and tax ramifications


Course Highlights:
• Review the Roth IRA contribution rules and income limitations
• Learn how to convert IRAs into Roth’s and the tax ramifications
• Walk through the Roth distribution ordering rules and determine the tax ramifications (if any)
• Discuss the required minimum distribution (RMD) rules applicable to a beneficiary after the account owner’s death



Who Should Attend?

Tax professionals that need an in-depth training on Roth IRA contributions and distributions rules.


Area of Study:
Taxation


Level:
Intermedia


Credit:
2 hours

Prerequisite:
None


Advance Preparation:
None

Type:
Group Internet Based

  Roth IRAs—Ins & Outs of Roth IRA Contributions & Distributions

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