Congress created the Roth IRA in 1998 in order to provide another avenue for individuals to have tax-deferred retirement savings. This course will review in detail the rules regarding contributions, conversions, rollovers, and distributions from Roth IRAs. Traditional IRAs and Roth IRAs rules will be compared and contrasted. Tax planning opportunities for individuals with Roth IRAs will be reviewed in-depth.


Learning Objectives:

  • Explain the rules related to Roth IRA contributions, conversions, and rollovers.

  • Summarize the tax consequences of Roth IRA distributions.

  • Compare and contrast the taxation of traditional and Roth IRAs.

  • Describe tax planning strategies available to individuals utilizing a Roth IRA.

IRS Program Number: NMVBP-T-00203-22-O

Length: 100 minutes plus optional question-and-answer session (no CE)

Prerequisite: None

Advanced Preparation: None

Program Level: Basic

Delivery Method: Online Webinar/Group Internet Based

Field of Study: NASBA Taxes; IRS Federal Tax Law Topics/Federal Tax Related Matters

Credit Hours: 2 CE/CPE

Instructor: Thomas Gorczynski, EA, CTP, USTCP Click here to learn more about the instructor.

All continuing education credit is provided through Gregory & Associates, Inc. which is doing business as Compass Tax Educators. Click here to learn more about our education policies. 

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