Roth IRA

$49.95

Product Description

Delivery: Text Based
Instructor: WiseGuides
Credit Hours: 2
Field of Study: Federal Tax Update
Approval: IRS, CTEC
Course Description:

  • After completing this course you will be able to:
  • Identify the rules that apply to both traditional IRAs and Roth IRAs
  • Determine the rules that apply to Roth IRA contributions and phaseout limits
  • Identify how to recharacterize a Roth IRA
  • Apply the rollover rules
  • Identify the rules applying to conversions
  • Apply the rules that determine the tax treatment of a Roth IRA distribution
  • Identify the requirements for a qualified Roth IRA distribution
  • Determine eligible contributions regarding the retirement savings contributions credit
  • Identify eligible persons for purposes of taking the retirement savings contributions credit

0 reviews