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.

Roth Distributions and Rollovers [2019]
Date: 9/18/2019 Start Time: 12:00 PM (ET) Duration: 60 Min.

Description

Roth deferral accounts are here to stay and contributions to Roth accounts have grown steadily over the years. The Roth distribution, taxation, and rollover rules can be complex and confusing. This seminar will address those issues along with how to deal with Roth losses, in-plan Roth rollovers, rollovers between plans and IRAs, and more.

Topics include:
  • Roth rollovers from other plans
  • In-plan Roth rollovers
    • No need for distributable event
    • Account and vesting restrictions
    • Taxation
  • Transfer of amounts with basis (after-tax contributions)
  • Withholding concerns
  • Reporting rollovers
  • Extended amendment deadlines and document issues
  • Participant tax issues
    • Income inclusion
    • 10% penalty tax
      • On transfer
      • On early withdrawal
Prerequisites:

There are no prerequisites and no advance preparation required for this program and have a minimum of two years of experience.

Level: Overview
Instructional Delivery Method
Group – Internet-Based

NASBA Field of Study: Taxes

Speaker: David Schultz, J.D.

Objectives: After the seminar, attendees should be able to:

  1. List the balances that can be transferred to Roth
  2. Explain the tax consequences of a Roth conversion
  3. Explain how Roth conversions interact with in-plan Roth rollovers
  4. Explain the taxation of Roth distributions

How to participate

Please connect at least 10 minutes prior to the event to troubleshoot any issues. You will need a phone and internet access. The graphics presentation and illustrations will be viewed via the web connection, while the presenter's audio portion will be via the telephone. Important Note: The user registrant must be logged in via the internet for CE purposes. Select the "Fees" link on the right side menu of this page for more information.

System Requirements for Webex

WebEx supports both Windows and Mac operating systems. For Windows, we recommend using Internet Explorer 11 or Microsoft Edge browsers. For Mac, we recommend using Google Chrome or Mozilla Firefox browsers. For the easiest connection to the event without the need to download any additional software, try the new Webex web app by clicking on the "Join by browser" link below the login fields. Then connect by telephone as prompted.

All ownership and intellectual property rights in and relating to this website and all of its contents or any copies thereof, including but not limited to copyrights, logos, trademarks, service marks, design, text, videos, sound recordings, images, links, graphics, code, concepts and themes are owned by FIS and/or its subsidiaries (collectively "FIS") or used under authorized license by FIS. Any recording, reproduction, transmission, distribution, publication, performance, broadcast, hyperlink, creation of derivative works or other use in whole or in part in any manner without the prior written consent of FIS is expressly prohibited. Without the prior written consent of FIS, you shall not insert a hyperlink to this website or any part thereof on any other website or "mirror" or frame this website, any part thereof, or any information or materials contained in this website on any other server, website or webpage.

 


Event Details
Description
Course Materials
Continuing Education
Fees
Call Me

Hidden Event
Registration Is Unavailable

Already Registered?
Web Seminar Login