Three Critical Roth Conversion Rules Every Advisor Should Know

Presenter:  Denise  Appleby

Fee: $29 for nonmembers . Free for members

Description: An explanation of the Roth conversion rules, and the requirements that apply to conversions based on the type of account being converted

NO CE CREDITS 

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

Topics Covered: 

• When and how a Roth IRA conversion can be done.
  
• The limitations that would affect someone’s eligibility for dong a Roth IRA conversion 
  
• Tax reporting rules

Please Note: We will send you the information to dial into the webinar at least 24 hours prior to the scheduled start time.

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