Key Rules to Tax-Free Retirement Income Through Roth Accounts

Attend upcoming webinar and earn continuing education credits. Live Webinars   |   On-Demand   |   All-Access Plan Manage Preferences    |    View in Browser Key Rules to Tax-Free Retirement Income Through Roth Accounts July   18 3 pm - 4:15 pm ET Presenter: Denise Appleby, CEO of Appleby Retirement Consulting Inc. Credits: CPE, CLE in all states (Credit Details) Can't attend live? By registering, you will be able to view the course live, view a recording at any time after the live presentation, or both. Viewing Options: View on your computer, tablet, or smartphone Learn More Register Today Course Description   In this practical webinar, you will learn how to answer questions about the taxability of clients' Roth IRA distributions. You will learn about the different ways in which a Roth account can be funded, the requirements that must be met in order for a distribution from a Roth account to be tax-free, the ordering rules that apply when an individual is not eligible for a qualified distribution, and the portability rules that apply to Roth IRAs. Upon course completion, you will be able to: Describe how Roth IRA contributions can be made and who are eligible to make those contributions Determine the operational and compliance requirements that apply to Roth conversions Identify the impact of changes to the recharacterization rules under the Tax Cuts and Jobs Act of 2017 Describe the transfer or rollover rules that apply to Roth IRAs and Roth 401(k)s Determine what makes a distribution 'qualified' Learn More Register Today About The Presenter   Denise Appleby is CEO of Appleby Retirement Consulting Inc., a firm that provides IRA tools and resources for financial and tax professionals. She has over 18 years of experience in the retirement plans field, which includes providing training and technical consultation. Ms. Appleby has co-authored The Roth IRA Answer Book (Published by Aspen Publishers), Quick Reference to IRAs (Published by Aspen Publishers), and Adviser's Guide to Retirement Plans for Small Businesses (Published by AICPA). She is a graduate of Rutgers State University and has earned 5 professional designations in the field of retirement account rules and regulations to include: CISP, CRC, CRPS, CRSP, and APA. Learn More Register Today All-Access Membership   ● Earn continuing education credit for no additional fee ● Access courses on your computer, tablet, or smartphone ● More than 75 live webinars each month ● More than 1,500 on-demand courses Learn More Upcoming Webinars Techniques for Integrating Social Media and Mobile Marketing July 16 at 1 pm ET Learn More Creating an Effective Accounts Payable Policy and Procedures Manual July 17 at 1 pm ET Learn More Series LLCs: Advanced Planning and Tax Implications July 17 at 3 pm ET Learn More Questions? Please call us at 703-372-0550 Our Mailing Address: Clear Law Institute | 4601 N. Fairfax Dr., Ste 1200 | Arlington | VA | 22203 Remove me from future emails. Manage email preferences. This email was sent to virginia.duffy.planetduffy@blogger.com. If you are receiving it in error, please reply to this email.