Rules regarding contributions, conversions, rollovers, and distributions from Roth IRAs are covered. Traditional IRAs and Roth IRAs rules are compared/contrasted. Tax planning opportunities for individuals with Roth IRAs are reviewed in-depth.
Explain the rules related to Roth IRA contributions, conversions, and rollovers.
Summarize the tax consequences of Roth IRA distributions.
Compare and contrast the taxation of traditional and Roth IRAs.
Describe tax planning strategies available to individuals utilizing a Roth IRA.
IRS Program Number: NMVBP-T-00203-22-S
Length: 100 minutes plus optional question-and-answer session (no CE)
Advanced Preparation: None
Program Level: Basic
Delivery Method: Self-Study
Field of Study: IRS Federal Tax
Credit hours: 2 IRS CE
Instructor: Thomas Gorczynski, EA, CTP, USTCP Click here to learn more about the instructor.
All continuing education credit is provided through Gregory & Associates, Inc. which is doing business as Compass Tax Educators. Click here to learn more about our education policies.