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Course Details

Roth IRA's and Conversion Roths

Webinar: ID# 1000632
Date: Recorded
Roth IRA's and Conversion Roths
About This Course:
This webinar clarifies Roth IRA rules in a simple manner!

Every time tax season comes around, it seems that Roth IRA distributions are the victims of mis-coding by the financial institutions and over-taxation by the tax preparers. Thousands of dollars in taxes and penalties are being paid to the IRS on Roth distributions that should be free.

If you are looking at sorting out the "facts" from "fiction" regarding Roth IRAs, this is a "must attend" one hour Webinar.What You'll Learn:
  • Basic information on qualifications for Roths and contribution limits
  • When you can access your Roth principal without any tax implications
  • When the Roth interest is really tax free
  • How the funds are distributed from the Roth IRA - principal vs. interest
  • What is a "conversion" and when does the income have to be claimed on a tax return
  • When can converted assets be withdrawn without a penalty
  • How to move money from a Qualified Plan to a Roth IRA
  • How is all of this reported to the IRS?
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Roth IRA's and Conversion Roths
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