NOTICE OF CHANGE FOR SEMINAR REGISTRATIONS:
To register for Relius Education seminars and conferences, please login or register for a new login account before proceeding. For more information, please see the Benefits of a Relius User Login Account. For assistance, please contact Client Services at 800-326-7235, and select Option 6.

To Roth or Not to Roth 2013
Presentor: Derrin Watson Recorded Date: 2/15/2013 Duration: 100 Min.

Description
This program was recorded during a live presentation on February 15, 2013.

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. Individuals can now roll pretax plan funds to Roth IRAs or within a plan to a Roth account and can now transfer Roth funds without a distributable event. Our February 14 web seminar addresses the new rules for in-plan Roth transfers and puts that in context with the existing rules and strategies relating to Roth conversion.

This seminar analyzes the strengths, weaknesses, and tactics of Roth rollovers and conversions, and the effect they have on qualified plans. The speaker gives 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 and transfers.

Topics include:

  • New legislation: Roth rollover within plan
  • Reasons to rollover to Roth, or not
  • Effect of change of tax rates
  • Taxation of Roth transfers
  • Transfer strategy
  • Economics of transfer
  • Economics of delayed transfer
  • How to pay the taxes
  • Qualified distribution differences between plan and IRA
Prerequisites: There are no prerequisites or other advanced preparation for this program. Familiarity with the concepts of Roth 401(k) plans will be helpful but is not required.

Level: Overview

Instructional Delivery Method: Group – Internet-Based

Speaker: S. Derrin Watson, J.D., APM.
Recipient of ASPPA's 2006 Educator of the Year Award

Objectives: After attending this seminar, attendees should be able to:

  1. Explain the tax consequences of Roth conversions
  2. Help an individual determine whether a Roth rollover or conversion will help accomplish their goals
  3. Identify strategies relevant to Roth conversions
Hardware System Requirements:

  • Windows 95, 98, NT 4.0, 2000, XP, Windows 7
  • Internet Explorer 4.01 or later, Netscape 4.08 or later, and set Internet browser to allow pop-up windows.
  • High-speed Internet connection.
  • Pentium 166+ MHz, 128MB RAM or more.
  • 1023 x 768 or higher display resolution.
  • Soundcard and Speakers.

Software Requirements:

Program related requests, questions, or concerns may be emailed to: relius.education@sungard.com.

 


Event Details
Description
Course Materials
Continuing Education
Fees
Call Me

Hidden Event
Registration Is Unavailable