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To Roth or not to Roth is a question that faces not only retirement plans, but now virtually anyone entitled to an eligible rollover distribution. Starting January 1, individuals can roll pretax plan funds to Roth IRAs, or convert conventional IRAs to Roth IRAs without regard to income limitations. Moreover, rollovers to Roth/Roth conversions will have an extra benefit available only in 2010, the ability to defer recognition of the income until 2011 and 2012. Unfortunately, the plan expiration of EGTRRA tax rates may adversely impact that decision.
This seminar analyzes the strengths, weaknesses, and tactics of Roth rollovers and conversions, and the effect they have on qualified plans. We give you the tools, so you can know the strategies available and help others to decide on the best choice for them. We also discuss both recent pieces of IRS guidance affecting Roth rollovers.
Topics include:
Objectives:
Speaker – S. Derrin Watson, J.D., APM
Recipient of ASPPA's 2006 Educator of the Year Award
Instructional Delivery Method
Group – Internet-Based
Level - Overview. Familiarity with the concepts of Roth 401(k) plans will be helpful but is not required.
Prerequisites
None
System Requirements:
Recorded Event Time Limitation:
This recorded event will be available for 20 days from your date of registration.
Program related requests, questions, or concerns may be e-mailed to: relius.education@sungard.com.