Roth IRAs - Ins & Outs of Contributions & Distributions (2 hours)

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Apr 30, 2020

Registration: 9:30 AM / Program: 10:00 AM - 12:00 PM

Fees

Member Fee: $0.00
Nonmember Fee: $0.00

Available Discounts

AICPA Member: None
Full time Accounting Educator: None

Description

This training session is designed to get the accountant up to speed quickly with the complex Roth IRA contribution and distribution rules. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Designed For

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

Objectives

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

Major Subjects

  • Review the Roth IRA contribution rules and income limitations
  • Learn how to convert IRAs into Roths 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

This event has already passed. If you have any questions, please contact us at 503-641-7200 or email profdev@orcpa.org.