Event Description

Unlock the full potential of retirement planning with Roth IRAs and The Path to Tax-Free Distributions. This insightful CPE course is designed for tax professionals, financial advisors, and CPAs who want to guide their clients toward long-term tax efficiency and wealth preservation. Discover the strategic benefits of Roth IRAs, from contribution rules and conversion strategies to distribution planning and compliance considerations. Learn how to build tailored solutions that leverage Roth accounts for tax-free growth, tax-free withdrawals, and greater financial flexibility in retirement.Whether you’re advising high-income earners, small business owners, or younger clients starting their savings journey, this course will equip you with the tools and up-to-date knowledge to position Roth IRAs as a powerful retirement strategy.

Objectives

Identify the key characteristics, eligibility requirements, and tax advantages of Roth IRAs compared to traditional retirement accounts.Evaluate Roth conversion strategies, including timing, income tax implications, and the impact on overall retirement planning.Apply IRS distribution rules and best practices to ensure compliance while maximizing tax-free benefits for clients.