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Credits: 2

Qualifies For: IRS

$39
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Tax Issues and Planning Using Roth IRAs (ROTH)

  • Customer Rating
  • Field of Study
    Taxes
  • Level
    Intermediate
  • Credits
    2
  • Qualifies for

    IRS CPE

Overview

The Roth IRA: advantages and disadvantages, structure, contributions, distributions, and the limitations; opportunities and pitfalls in naming beneficiaries; the new "inside" Roth.

Major Topics:

  • Salient features of Roth IRAs as summarized in the regulations issued by the Service
  • Rules for contributions
  • Ordering rules for distributions
  • Procedures for converting traditional IRAs into Roth IRAs
  • The Roth IRA as a retirement-planning tool

Learning Objectives

  • Summarize the final regulations issued by the Service on all of the Roth IRA's salient features
  • Explain the rules for contributions and the ordering rules for distributions
  • Describe the recharacterization rules and the procedures for converting traditional IRAs into Roth IRAs
  • Explain how the Roth fits into a taxpayer's retirement and estate planning, highlighting the use of different conversion strategies and the use of trusts

Who should take this course:

Designed for:

Prerequisite:

None

Advanced Preparation:

None

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