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