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IRAs, ROTHs, and Coversions

May 4 @ 9:00 am - 12:00 pm CDT

$150 – $175

Become an expert in knowledge and practice of retirement investment taxes, including changes from Covid-19 legislation with the 3-credit-hour IRA’s, Roths, and Conversions TaxSpeaker course! During this 3-hour course, attendees will learn strategies and methods for investing in an IRA account, including the comparisons between different types of retirement accounts and how to withdraw funds from and convert to Roth IRA’s. In addition, key learning points will cover navigating the life of your client’s IRA funds: where to report rollovers, deductible and nondeductible IRA’s, rollovers and transfers, prohibited transactions and investments, general tax planning, and saver’s credit.

Building upon the above-mentioned foundational knowledge, TaxSpeaker is including key updates for consideration amid 2022 legislative changes affecting all things financial. During this course, you’ll receive a run-down of the history of IRA’s, changes in the last few years, and problem areas such as self-dealing. We will also take care to think critically together about future possibilities to prepare for, such as what Roth IRA withdrawals and conversions may look like, as well as whether or not we’ll see Roth IRA’s becoming taxable

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Details

Date:
May 4
Time:
9:00 am - 12:00 pm CDT
Cost:
$150 – $175
Event Categories:
,

Venue

Zoom
IL United States
View Venue Website

Organizer

IAAI
Phone:
800-222-2270
Email:
illinoisaccountants@gmail.com
View Organizer Website

Speakers

Other

CPE Hours
3 Federal Tax Topics/Tax Related Matters: 3.0 CPE Credit
Level
Intermediate
IRS Program Number
09TAB-T-00370-22-O
Field of Study
Tax

Commercial Members