ROTH CONVERSIONS AND RECHARACTERIZATIONS

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.

Handouts:

• 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 Customerservice@applebyconsultinginc.com . Cancellations cannot be done by telephone.