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Take advantage of ICBA webinars, seminars, and other events to help you stay ahead of the competition. We offer a variety of courses to fit every need and schedule.
Start: March 05, 2025 12:00 AM CST
Finish: March 05, 2025 12:00 AM CST
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
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.