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

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© Phoenix Beach, LLC 

Training for Business Professionals

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