How much can you contribute to a Roth IRA, Roth 401(k), SEP Roth IRA, or SIMPLE Roth IRA? How will a Roth distribution qualify to be tax-free? How did SECURE Act 1.0 and SECURE Act 2.0 change the Roth rules? These are only some of the key Roth questions advisors must know the answers to. Plus, as Roth accounts have increasingly become an essential component of retirement savings portfolios, with one-third of IRA owners owning Roth IRAs, advisors have even more reasons to be Roth-proficient. To that end, the instructor will simplify critical rules that govern Roth funding and Roth distributions for Roth IRAs, Roth 401(k)s, and sister plans.
A basic understanding of funding and distribution rules for IRAs and rollover rules for employer plans
Materials are generally available 3 days in advance of an event. Once you have downloaded the manual, we are unable to cancel your registration.
SU1006
Registration is open through 12/09.
10:00am to 12:00pm
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December 6, 2024