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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

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The Top 5 Roth Conversions and Recharacterization Rules

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

Registration

1-Members: FREE – Free
Please choose this option if you use our paid membership services. Free to all memberships.
You will be able to choose this option if you have already logged in, or if you input the email address that you use for membership.
2: Regular ( other - including non-members) – $29.00
Please choose those option if you do not use any of our membership services, or if you subscribe only to The IRA Authority.
Please visit this link for our membership options http://iraeducationcenter.com/Registration

Registration is closed

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.

Handouts:

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.

Please see our cancellation policy here http://iraeducationcenter.com/page-1836478

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