IRA’s, Roth’s & Conversions – REBROADCAST

Become an expert in knowledge and practice of retirement investment taxes, including changes from Secure Act 2.0 legislation with the 2-credit-hour IRA’s, Roths, and Conversions course! During this 2-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.