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.

Learning Objectives

  • 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.

Education Information

IRS Program Number: NMVBP-T-00203-22-S

Length: 100 minutes plus optional question-and-answer session (no CE)

Prerequisite: None

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. 

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