Denise Appleby- Author, Speaker on IRAs & Employer Retirement Plans; Consultant, and Trainer of Choice for Financial and Tax Professionals
Program Name: Appleby’s Top 20 Roth Rules to Tax Free Retirement Income through Roth Accounts
Since becoming available in 1998, Roth accounts have become increasingly popular. This is primarily because of the opportunity for tax-free distributions; unlike traditional accounts, for which tax-deferred amounts would be taxable when distributed. Those who want to take advantage of Roth accounts should understand the different ways in which contributions can be made, the different types of contributions, and limitations that apply to such contributions.
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