Roth IRAs: What You Need to Know

Navigating the complexities of Roth IRAs can be challenging due to their unique features and evolving regulations. Gain a comprehensive understanding of the Roth IRA, including its distinct benefits and how it compares to other retirement savings accounts. Key discussion topics include tax advantages, contribution eligibility rules, reporting requirements, and portability options.

The session will also address advanced distribution issues, including the frequently discussed Roth IRA “loophole.” By the end, you'll be equipped with the insights needed to maximize Roth IRA benefits for both clients and your organization.

Learning Objectives:

• Understand all aspects of the Roth IRA.

• Identify the Roth IRA tax advantages, contribution eligibility rules, reporting requirements, portability options, and advanced distribution issues.

• Examine your current Roth IRA procedures to ensure you maintain compliance.

Duration: 60 minutes

Who Should Attend: Branch Managers, Assistant Branch Managers, Bankers, Universal Bankers, Operations Personnel, IRA Specialists

Instructor(s): Professionals from Ascensus

Recorded: Mar. 5, 2025.