IRAs, Roths and Conversions
Live Virtual Seminar
3.00 Credits
Member Price $165.00
Price will increase by $50 on 8/7
Non-Member Price $225.00
Price will increase by $50 on 8/7
Overview
Learn strategies and methods for investing in an IRA account, including the comparisons between different types of retirement accounts and how to withdraw funds from and convert to Roth IRA’s. In addition, key learning points will cover navigating the life of your client’s IRA funds: where to report rollovers, deductible and nondeductible IRA’s, rollovers and transfers, prohibited transactions and investments, general tax planning, and saver’s credit.
Prerequisites
2-4 years tax preparation experience
Designed For
CPAs and other accounting professionals
Objectives
- Review the rules governing traditional and Roth IRAs.
- Identify contribution limits, qualification requirements, and allowable uses for IRAs.
- Explain deduction rules and applicable phaseout limitations.
- Understand rollover requirements and planning considerations for traditional and Roth IRAs.
Leader(s):
Leader Bios
Bob Jennings
Bob Jennings, CPA, EA, is a nationally renowned author and speaker, presenting continuing education classes to over 100,000 tax professionals over the last 20 years all over the world. Bob is a licensed CPA (Indiana), and an IRS Enrolled Agent. Bob is also a prolific author and has published over 60 professional articles in such magazines as the Journal of Accountancy as well as many other professional and consumer publications; annually authors several tax, accounting and technology manuals; and is a regular columnist for FoxBusiness.com. As the founder of his own regional CPA firm in 1984, Bob has dealt exclusively with individual and small business financial issues for over 30 years. Bob appears regularly in the media and has been quoted extensively by numerous publications.
Non-Member Price $225.00
Member Price $165.00