Roth IRA Distributions and Conversions Webinar
Every time tax time comes around, it seems that Roth IRA distributions are the victims of mis-coding by the financial institutions and over-taxation by the tax preparers. Thousands of dollars in taxes and penalties are being paid to the IRS on Roth distributions that should be free (see complete description below).
Click Here for Webinar Description and Audience
Roth rules finally clarified in a simple manner.
Every time tax time comes around, it seems that Roth IRA distributions are the victims of mis-coding by the financial institutions and over-taxation by the tax preparers. Thousands of dollars in taxes and penalties are being paid to the IRS on Roth distributions that should be free. If you are looking at sorting out the “facts” from “fiction” regarding Roth IRAs, this is a “must attend” two hour Webinar.
•New income eligibility limits for Roth contributions
•Basic information on qualifications for Roths and contribution limits
•When you can access your Roth principal without any tax implications
•When the Roth interest is really tax free
•How the funds are distributed from the Roth IRA-principal vs. interest
•What is a “conversion” and when does the income have to be claimed on a tax return
•When can converted assets be withdrawn without a penalty
•How to move money from a Qualified Plan to a Roth IRA
•How is all of this reported to the IRS?
Who Should Attend?
New Account Representatives, Certificate of Deposit Personnel, Savings Counselors, Account Holder Service Representatives, Investment and Trust Personnel who are newly involved in the opening, selling, marketing, or administration of IRAs. Any officer/manager who “oversees” the IRA department and may be responsible for answering IRA account holders questions or concerns but does not actually open IRA accounts-including call center personnel. Experienced IRA representatives who would like a review of the rules and regulations of Roth IRAs.
Click Here for Continuing Education Credits (CEC) Info
This webinar is recommended for 1.25 CE Credit Hours. Each attendee will receive a Certificate of Attendance for self-reporting of CE Credits.
Click Here for Viewing Option Descriptions
INCLUDES SEVEN DAYS OF ONDEMAND PLAYBACK! With this option, you will participate in the webinar (via the internet) as it is being presented. You will login to the webinar on your PC to view the PowerPoint presentation, and you have the option of using your PC speakers or a telephone for the audio. Participants can type and send their questions to the instructor. Many companies are now running their PC through an LCD projector allowing many employees to participate in the same room.
SIX MONTH ONDEMAND VIDEO:
With this option, you will receive an e-mail that contains a link to the PowerPoint slides (to download, print, and copy) as well as a link to the media player where you will view and hear the entire webinar just as it was delivered, featuring the full-color PowerPoint presentation with audio. You can pause, fast-forward and rewind as needed, which makes it an effective training tool. The weblink will be available to you (and anyone else in the company) for up to six months and can be accessed 24/7 as many times as you wish. Delivered via e-mail the day after the webinar takes place.
If you do not have internet access or want to make the webinar part of your training library, the CD-ROM Recording is a great option for viewing a webinar. You can pause, fast-forward and rewind as needed, which makes it an effective training tool. With this option, you will receive a download of the PowerPoint slides and a CD-ROM Recording (featuring PowerPoint presentation with audio) of the webinar via regular mail. Mailed 7 to 10 days after the webinar takes place.
Webinars can be scheduled and offered exclusively for your company. They can even be customized to best fit your needs. To find out more, please complete the in-house request form found in the Schedule and Registration Information section below.