Loading...

Roth IRAs: Ins & Outs of Roth IRA Contributions & Distributions

1:00 pm–2:40 pm ET

CPE SelectAvailable with CPE Select

# of CPE Credits

2

Description

This training session is designed to get the accountant up to speed quickly with the complex Roth IRA contribution and distribution rules.

Objective

Once participants have completed this session they should be able to * Calculate the maximum allowable contribution to a Roth IRA * List the ordering rules of Roth IRA distributions and determine if they are taxable * Understand the Roth conversion rules and tax ramifications

Highlights

* Review the Roth IRA contribution rules and income limitations * Learn how to convert IRAs into Roth’s and the tax ramifications * Walk through the Roth distribution ordering rules and determine the tax ramifications (if any) * Discuss the required minimum distribution (RMD) rules applicable to a beneficiary after the account owner’s death

Who Should Attend

Tax professionals that need an in-depth training on Roth IRA contributions and distributions rules

Required Knowledge

None

Advanced Prep

None

Event Speaker(s)

J. Patrick Garverick ( Garverick CPE, Goodyear, AZ ),

Additional Event Information

Technical Support
Contact NCACPA if you need assistance with your online program. For the quickest results, email the Online Learning Team at onlinelearning@ncacpa.org, and a team member will contact you shortly.

If you need assistance with internet access issues, browser capability, or when the NCACPA office is closed* please call Freestone Technical Support at 866-702-3278 or by email at support@peachnewmedia.com.

*NCACPA office hours are 9:00 am–5:00 pm ET. Online Learning Team members will be available via phone or email 30 minutes prior to the start of a live online program.

CPE Select Pass Policies
The CPE Select pass is available only for NCACPA members and the price is applicable for an individual user. The pass includes access to on demand and webinar programs, but excludes webcasts, “hot topic” webinars, and on demand Ethics programming. All eligible programs for the CPE Select pass will be marked in the online catalog and in promotions. Licensed CPAs who elect the student membership status must provide proof of enrollment in an advanced degree.

The CPE Select pass grants unlimited access to qualifying webinars and on demand programs on a calendar-year basis. Early bird pricing runs January 1 through May 31, and regular pricing runs June 1 through December 31.

We anticipate a spike in webinar activity later in the calendar year, and NCACPA is not liable for third-party service outages that may occur. Please plan your CPE before 12/31 to avoid any unforeseen technology issues.

Test Your System
You may test your system by clicking here. Please test your system to ensure you have the proper components installed.

Also Available As

Webinar
Wednesday, October 23, 2019 (1:30 pm–3:10 pm ET)
Register >>
Webinar
Friday, December 27, 2019 (1:00 pm–2:40 pm ET)
Register >>
Webinar
Thursday, February 20, 2020 (10:30 am–12:10 pm ET)
Register >>
Webinar
Monday, April 20, 2020 (10:30 am–12:10 pm ET)
Register >>

Share This Event

Event Vendor:Phoenix Beach, LLC
Field of Study:Taxes
Level: Intermediate

Event Type:Webinar
Event Code:WB024519

Registration Fees

Registration Fee Early Bird Regular
CPE Select N/A $0.00
NCACPA Member N/A $85.00
Non-Member N/A $120.00
CPE Sponsors LogoThe National Registry of CPE Sponsors is a program offered by the National Association of State Boards of Accountancy (NASBA) to recognize CPE program sponsors who provide continuing professional education (CPE) programs in accordance with nationally recognized standards. The North Carolina Association of Certified Public Accountants is registered with NASBA as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org/.

For more information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call 800- 469-1352.