TaxSpeaker IRAs, Roth & Conversions Webinar

TaxSpeaker IRAs, Roth & Conversions Webinar
May 20, 2024
02:00 PM - 05:00 PM
Online
98 SPACES LEFT
$165 Members
$190 Non-Members

EVENT DESCRIPTION

Become an expert in knowledge and practice of retirement investment taxes, including changes from Secure Act 2.0 legislation with the 3-credit-hour IRA’s, Roths, and Conversions course! During this 3-hour course, attendees will learn strategies and methods for investing in an IRA account, including the comparisons between different types of retirement accounts and how to withdraw funds from and convert to Roth IRA’s. In addition, key learning points will cover navigating the life of your client’s IRA funds: where to report rollovers, deductible and nondeductible IRA’s, rollovers and transfers, prohibited transactions and investments, general tax planning, and saver’s credit. Building upon the above-mentioned foundational knowledge, TaxSpeaker is including key updates for consideration amid 2023-2024 legislative changes affecting all things financial. During this course, you’ll receive a run-down of the history of IRA’s, changes in the last few years, and problem areas such as self-dealing. We will also take care to think critically together about future possibilities to prepare for, such as what Roth IRA withdrawals and conversions may look like, as well as whether or not we’ll see Roth IRA’s becoming taxable.

EVENT OBJECTIVE

This course reviews all rules for contributions, qualifications, allowable uses, deductions, phaseouts and rollovers for traditional and Roth IRAs.

EVENT DETAILS

Company:
TaxSpeaker

Number of Hours:
3 (Recommended)

Prerequisite:
None

Program Level:
Update

Knowledge Level:
Intermediate

Delivery Method:
Group Internet Based

Number Of Days:
1

Food Included:

Seminar Number:
3283

Early Cut Off Date:
05/20/2024

Phone:

Venue:
Online Group Internet Based ,

Accommodations:
,

Recommended For:
CPA (3), EA (3), CFP (3)

Approved By:
NASBA, IRS, CFP