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

Roth Conversions

Roth IRA Conversion CPE Course

1 Credit


Subject Area


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-S)

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 CPA/PFS

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

1 CE credit for Certified Senior Advisor (CSA)

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

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

1 CE credit of Retirement Savings and Income Planning for all CFPs (CFP Board Approved : 8061) (Approval No. 296164)

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

You need to register for the webinar to watch the video.

Click Here to Register

Before starting this self study program, please go through the instructional document.


  • The benefits of conversion
    6 mins
  • Source of conversion
    23 mins
  • Taxation of conversion
    27 mins
  • Conversion IRS form 1099-R
    36 mins
  • Employer Plan to Roth IRA rollover/conversion
    39 mins

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.  

This Online CE webinar covers the following Key topics:

  • 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
  • Tax Pros
  • Young CPA