• 18 Sep 2012
  • 1:00 PM - 2:30 PM
  • Webinar: TIME ZONE : EST


  • Gold package consulting clients. Please choose this option
    if you use our Gold consulting package.
  • Silver or Bronze package consulting clients.Please choose this option if
    you use our Silver or Bronze consulting packages.
  • General Public

Please click this 'register' button to start the registration process. If you experience difficulty of have questions, please contact us at 973-313-9877 or We look forward to your attendance.

Presenter: Denise Appleby

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:

  • Roth conversion rules
  • Avoiding ineligible conversions
  • The tax impact of Conversions
  • Application of the early distribution penalty
  • Recharacterizations-deadline
  • Partial recharacterizations
  • The NIA rule
  • Reconversions
  • 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.


  • Copy of PowerPoint presentation
  • Roth conversion and Recharacterization Quick Reference guide

Free Technical Consultation:Attendees get free email technical consultation on the topic covered. To be used within 30-days after attending the webinar.

Cancellation and Refund Policy

  • 30-days before the date of the webinar: If you are unable to attend a webinar for which you registered, you will receive a full refund of your purchase price if you cancel at least 30-days before the date of the webinar.
  • Less than 30-days before the date of the webinar: Cancellations received during this period are subject to a cancellation fee of $15.00.
  • Date of webinar: There are no refunds for cancellations received on the scheduled date of the webinar

Cancellation requests should be sent to . Cancellations cannot be done by telephone.

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Telephone: 973-313-9877

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