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Speaker, author, teacher, consultant: I teach/consult to financial, tax, and legal professionals about the tax laws that govern IRAs and employer plans

The Top 5 Roth Conversions and Recharacterization Rules

  • 24 Sep 2015
  • 1:00 PM - 2:00 PM
  • Webinar: TIME ZONE : EST


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Presenter: Denise Appleby

Fee: $29.00 per location. Free for some members . Click 'show details' for more information

Description: An explanation of the rules and regulations that govern recharacterizations of Roth IRA Conversions and IRA Contributions

Target Audience: Operations staff at Credit Unions, Banks, Brokerage Firms and other financial institutions | Financial Advisors | Tax professionals

Topics Covered:

·         Conversion rules

·         Avoiding Ineligible conversions  

·         Recharacterizations-deadline

·         Partial recharacterizations

·         The NIA rule           

·         Operational Requirements

Q & A Session

Please Note: We will send you the information to dial into the webinar at least 48 hours prior to the scheduled start time.


  • Roth IRA Quick Reference Guide

Price is per dial-in location

Cancellation Policy: If you register and are unable to attend, please let us know so that we can send you a link to a recording of the webinar.

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