CPE40620 - Overcoming Roth IRA Obstacles - 2 Hours CPE

Regular price $ 20.00

Learning Objective: After completing this course the student will be able to determine an individual’s qualifications to make a Roth IRA contribution and the statutory and AGI limits on the contribution amount. Traditional IRA conversions and recharacterizations are studied including the application of the 5-year aging period for converted funds. The course also studies the application of the saver credit, qualified distributions, non-qualified distribution penalties, distribution ordering rules, beneficiary distributions and the interaction with Roth qualified plans (401(k) and 430(b)).

CPE Hours: Federal Tax Subject = 2 CPE Credits / Total = 2 CPE Credits

Accreditation: CTEC, IRS, Enrolled Agents, NASBA CPA

Field of Study: Federal Tax Subject

Publication Date: 2/1/2020   

Instructional Delivery Method: Self-Study 

Level: Intermediate

Prerequisites: None

Advanced Preparation: No Advanced Preparation Required 

Author: Lee Reams, Sr.

Course Material: A copy of the course material is available for download under the Additional References tab.

Refund Policy: Your complete satisfaction is our #1 priority. At CountingWorks, Inc., we do whatever it takes to make sure your expectations are met on every order we complete. We back all of our products with a 10-day no-hassle money-back guarantee. For information regarding refunds, complaints and program cancellation policies, please contact our Customer Service Department at 1-800-384-1101.

Certified Public Accountants:  CountingWorks, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.

ClientWhys, Inc. (aka CountingWorks, Inc.) is an approved provider for IRS, NASBA QAS, and CTEC providing continuing education for CPAs, EAs, IRS, CRTPs.

Registration: Sign-up online by clicking add to cart above or by phone at 1-800-384-1101.