$49.00
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Secure Transaction Roth IRAs and Designated Roth Accounts
Format
Webcast
Course Level
Basic
CPE Credits
1 Credits: Taxes
Course Description
In the evolving landscape of retirement planning, Roth IRAs have emerged as a popular choice, especially among those born in the 1990s. However, advising clients on whether a Roth IRA is the right choice involves navigating a complex set of rules ranging from contributions and conversions to distributions and beneficiary designations. The introduction of the SECURE 2.0 Act further complicates this scenario, bringing changes that professionals must stay abreast of. This complexity can be overwhelming, leading to uncertainty in providing sound financial advice.
This course offers a comprehensive solution to these challenges. It is designed to provide a deep understanding of Roth IRAs and Designated Roth Accounts, covering all critical aspects from contributions to the recent changes brought about by SECURE 2.0. You will learn to recognize who can contribute to a Roth IRA or Designated Roth Account, enabling you to offer well-informed, strategic advice to your clients. This course is essential for professionals seeking to guide their clients effectively in making informed retirement and estate planning decisions.
Learning Objectives
Upon completion of this course, participants will be able to:
- Recognize who can contribute to a Roth IRA or Designated Roth Account
Course Specifics
WC1823328422
April 25, 2023
None
None
Compliance Information
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-T-02342-23-O
IRS Federal Tax Law Credits: 1
CTEC Course Number: 2071-CE-1910
CTEC Federal Tax Law Credits: 1
CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board. CFP Professionals must take each course in it’s entirety, the CFP Board DOES NOT accept partial credits for courses.
CTEC Notice: California Tax Education Council DOES NOT allow partial credit, course must be taken in entirety. Western CPE has been approved by the California Tax Education Council to offer continuing education courses that count as credit towards the annual “continuing education” requirement imposed by the State of California for CTEC Registered Tax Preparers. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, by phone toll-free at (877) 850-2832, or on the Internet at www.ctec.org.
Meet The Experts
Mary Kay Foss CPA is a frequent lecturer for professional and business groups. She has over thirty years of practical experience advising about retirement, income and estate planning issues. Ms. Foss is a member of the AICPA Individual and Self-Employed Technical Resource Panel, past chair of the AICPA Trust Estate and Gift Tax Technical Resource Panel and past chair of both the Estate Planning and the Taxation Committee of CalCPA. She is also past president of the Estate Planning Councils of Diablo Valley and East Bay and the East Bay Chapter of CalCPA. She teaches classes for CalCPA and has …
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