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SUMMARY:(LITX04/26) Roth IRAs and The Path to Tax-Free Distributions
DESCRIPTION:Event Description\nThere are multiple options for funding a Roth IRA. Each option is subject to a strict set of rules\, and breaking any of these rules could negate the tax benefits of the Roth IRA. When done right\, these funding options can help to create tax-free income for a Roth IRA owner and their beneficiaries. During this presentation\, Denise will demonstrate how to operate within the regulatory limitations for funding Roth IRAs\, thus avoiding excise taxes and penalties that apply to overfunding.  \nDesigned For\nFinancial and Tax professionals \nObjectives\n\nHelp clients avoid costly Roth funding errors\n\nMajor Subjects\n\nRegular Roth IRA contributions and the applicable limitations \nThe backdoor Roth IRA contribution strategy. \nDirect Roth conversions \nThe special rules for indirect Roth conversions \nRollovers from employer plans to a Roth IRA \n529 to Roth IRA contributions \nIdentifying and correcting Roth IRA excess contributions \nTax reporting requirements for Roth funding
URL:https://sc.cpa/event/litx04-26-roth-iras-and-the-path-to-tax-free-distributions/
CATEGORIES:Livestream
ORGANIZER;CN="Denise Appleby%2C MJ%2C CISP%2C CRC%2C CRPS%2C":MAILTO:Denise@Applebyconsultinginc.com
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