This training session is designed to get the accountant up to speed quickly with the complex Roth IRA contribution and distribution rules.
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
* 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
Additional Event Information
Contact NCACPA if you need assistance with your online program. For the quickest results, email the Online Learning Team at [email protected], 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 [email protected].
*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.
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