In 1998 the Roth IRA was introduced as a new way for taxpayers to save for retirement, but with a slight twist on traditional IRAs - taxes on Roth IRAs are paid up front! In this course, you will learn the the basic rules governing Roth IRAs to help you determine when a Roth IRA is right for your clients. Topics discussed include:
comparisons between Roth IRAs and traditional IRAs
eligibility requirements
rollover, conversion and reconversion regulations
rules for receiving distributions
Course Details
Price:$14.95 Field of Study: Taxation Prerequisites: None Level: Update
Technical Requirements:
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Credit Available For:
Units
QAS
2 CPE
CFPTM (Accepted by the CFP Board)
1 CPE
Enrolled Agent (Accepted by the IRS)
2 CPE
CPE Accreditation
CCH Incorporated is registered with the National Association of State Boards of Accountancy (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 addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. NASBA phone number: 615-880-4200 Web site: www.nasba.org
CCH Incorporated is registered with the National Association of State Boards of Accountancy as a Quality Assurance Service (QAS) sponsor of continuing professional education. Participating state boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding QAS program sponsors may be addressed to NASBA, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417. NASBA phone number: 615.880.4200 Web site: www.nasba.org
CCH Incorporated is a State Bar of California approved MCLE provider.
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