New Tax CPE Course - Roth IRAs & Qualified Roth Contributions

This tax cpe course explores the various aspects of the Roth IRA and Qualified Roth Contributions to 401(k) and 403(b) plans in light of the removal of the conversion limits for years after 2009.

It includes the special taxing routine for 2010 conversions and looks at the intricacies of the 5-year aging rules, distribution ordering rules, beneficiary rules, non-qualified distribution taxation and penalty rules and interaction with qualified Roth plans. Also included are planning considerations for conversions. This is a must course; it will help you deal with all of the questions your clients will have related to Roth IRAs in 2010 and later years. The course provide 3 hours of federal cpe for CPAs, Enrolled Agents and Tax Preparers.

 

Order Tax CPE Roth IRA Course.

  • Lee Reams II

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