search
search
Course Details

Maximizing Retirement Income By Using Roth IRAs And Roth 401(k) Accounts

Webinar: ID# 1014009
Recorded CD
Qty:
About This Course:
A major concern for many individuals is whether their retirement income is enough for them to live comfortably in their later years. One of the tools available that can be used to maximize retirement income is to take advantage of the tax benefits of Roth accounts. Many taxpayers can have a significant increase in their retirement income by receiving tax exempt income from Roth accounts.

This live webinar is designed to show how to maximize retirement income for some individuals by using Roth accounts and also to indicate situations when a Roth account will not increase retirement income. Learn how to use Roth accounts to make the most of a Roth conversion. The live webinar also shows how to modify or even undo a Roth conversion because of events occurring after the original Roth conversion.

We will also show how the timing of later distributions from Roth accounts can be used to maximize the benefits from having a Roth account.

Covered Topics:
  • Overview of Roth Accounts
    • Roth IRA Accounts
    • Roth 401(k) Accounts
  • Roth IRA Contributions
    • Eligibility to Contribute
    • Limits on Contributions
    • Returned Contributions
    • Recharacterized Contributions
  • Designated Roth Accounts (Roth 401(k) Accounts)
    • Eligibility to Contribute
    • Limits on Contributions
  • Converting to Roth IRAs and Designated Roth Accounts
    • Conversion
    • Factors to Consider Regarding If, When and How Much to Convert
    • Recharacterized Conversion
    • Reconversion After a Recharacterization
    • Comparison of Using Roth IRAs and Designated Roth Accounts
    • Other Items to Consider When Doing Roth IRA Conversions
  • Corrections Available When Things Go Wrong
    • Excess Contributions
    • Failed Conversion
    • Failed Rollover
    • Failed Reconversion
  • Rollovers
    • Roth IRA
    • Qualified Plan
    • Designated Roth Accounts
    • Recharacterized Contributions
  • Distributions
    • RMDs
    • Early Distributions
    • Taxability
Faculty

Kevin L. Wadle CPA
  • Director at CliftonLarsonAllen LLP in Peoria, IL
  • Extensive background in tax and benefit services, with an emphasis on qualified and nonqualified benefit plans
  • More than 30 years of experience in public accounting, including extensive experience in the design, implementation, operation, compliance and termination of qualified and nonqualified benefit plans; performed numerous IRS and DOL audits; and prepared numerous IRS and DOL submissions to maintain status of benefit plans
  • Member of American Institute of Certified Public Accountants, Illinois CPA Society
  • Received Elijah Watt Sells Award with high distinction for performance on the national CPA examination presented by American Institute of Certified Public Accountants for one of the highest scores in the nation
  • Outstanding candidate in Iowa for performance on the national CPA examination presented by the Iowa Accountancy Examining Board for the highest score in the State
  • B.A. degree in accounting, University of Northern Iowa
Order:
Maximizing Retirement Income By Using Roth IRAs And Roth 401(k) Accounts
Available on CD format
Qty:
Course Details
Share This:
About Us Privacy Guarantee Affiliate List Your Courses Contact Us My Account
Google+ FacebookCPATrainingCenter.com. 5755 North Point Parkway, Suite 227 | Alpharetta, GA 30022 | 770-410-9941 | support@CPATrainingCenter.com
Copyright CPATrainingCenter.com 2018 | Web Site Development by OTAU