CPE PACKAGES (Incl. Ethics) for Multiple States and Qualifications @ $4/credit. CLICK HERE to view.

Roth Conversions

  • AFSP
  • CPA (US)
  • CFA
  • EA
  • Tax Preparer
  • CPA/PFS
  • TEP
  • CTEC
  • CSA
Roth Conversions

1 Credit

FREE

Subject Area

Taxes

Webinar Qualifies For

1 CPE credit of Taxes for all CPAs

1 CE credit of Federal Tax Related Matters for Enrolled Agents ( IRS Approved : GEHNZ ) (Approval No. GEHNZ-T-00515-21-O)

1 CE credit of Federal Tax Subjects for California Tax Professionals (CTEC Approved - 6273) (Approval No. 6273-CE-0513)

1 CE credit of Annual Filing Season program (AFSP)( IRS Approved : GEHNZ )

1 PL credit for Chartered Financial Analyst (CFAs)

1 CPD credit (Verifiable) for Trust and Estate Practitioners (TEPs)

1 CPD credit (Verifiable) of Retirement and Financial Independence Planning for PFSs

1 CE credit of Federal Tax Related Matters for Oregon Tax Preparers (Approval No. GEHNZ-T-00515-21-O)

1 CE credit of Federal Tax for Maryland Tax Preparers (Approval No. GEHNZ-T-00515-21-O)

1 CE credit for Certified Senior Advisor (CSA)

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

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Course Description

A Roth conversion is the moving of assets from a tax-deductible traditional individual retirement account, or IRA, to a non-deductible Roth IRA. Participants in Roth IRAs don't pay income tax when they withdraw those funds in retirement because money deposited into a Roth is from after-tax income.

The motivation behind converting tax-deferred retirement plans such as Traditional IRAs has future benefits for a taxpayer. This online webinar explores the multiple layers of benefits associated with a Roth conversion that extends further than the tax-free benefit of a Roth IRA.  

Key topics covered in this CE webinar:

  • Mechanics of Converting
  • Considerations
  • Tax Pitfalls
  • Multiple layers of benefits

Learning Objectives

  • To discuss the 4 levels of retirement plan distribution and taxation
  • To discuss the strategies to help reduce other related taxation on other benefits.
  • To evaluate mechanics of a conversion
  • Types of retirement plans that can be converted.

Who Should Attend?

  • Bookkeepers & Accountants & Tax Preparers
  • California Registered Tax Professional
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Enrolled Agent
  • Financial Planner
  • Maryland Tax Preparers
  • Oregon Tax Preparers
  • Personal Financial Specialist (PFS)
  • Tax Attorney
  • Tax Firm
  • Tax Managers
  • Tax Practitioners
  • Tax Preparer
  • Tax Professionals
  • Trust & Estate Tax Professional
  • Young CPA

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HN

myCPE is great

SW

The materials was very helpful during the presentation. It allowed me to take notes on the page being discussed.

SP

Among all the webinars I have attended, John Paul is the best presenter.

MB

This is my first class with mycpe. The content was comprehensive and the instructor was very proficient with the material.

DL

Very useful and relevant info