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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:There are no prerequisites and no advance preparation required for this program and have a minimum of two years of experience.
Level: OverviewNASBA Field of Study: Taxes
Speaker: David Schultz, J.D.Objectives: After the seminar, attendees should be able to:
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