Roth IRA Conversions
Course # 513
New legislation allows many more individuals to convert old IRAs to Roth IRAs. This program will help you understand the differences between traditional IRAs and Roth IRAs and more importantly the tax implications of taking income from each. We will also discuss how to fund, how to take distributions, and how to convert to a Roth IRA.
- Review the differences between Roth and Traditional IRAs
- Discuss tax consequences of converting to a Roth IRA
- Review who can convert to a Roth IRA
Participants (audience course is designed for):
Individuals who have traditional IRAs who are considering converting to Roth IRAs.