Denise Appleby- Author, Speaker on IRAs & Employer Retirement Plans; Consultant, and Trainer of Choice for Financial and Tax Professionals
Presenter: Denise Appleby
Fee: $29 for nonmembers . Free for members
Description: An explanation of the rules and regulations that govern Roth 401(k) Accounts and the operational rules that apply. Includes new (final) Roth 401(k) regulations.
Like Roth IRAs, contributions to designated Roth accounts (DRA) - including Roth 401(k)’s - are made with funds that have already been taxed and qualified distributions are tax-free. Roth 401(k)s are becoming increasingly attractive to small business owners who are looking to capitalize on the potential tax-free nature of growth and Roth IRA contributions.
Interested parties can help to maximize the Roth benefits and avoid pitfalls by ensuring that the applicable rules are followed.
NO CE CREDITS
Target Audience: Financial Advisors | Tax professionals | Financial professionals, including the staff at Credit Unions, Banks, Brokerage Firms and other financial institutions
Please Note: We will send you the information to dial into the webinar at least 24 hours prior to the scheduled start time.
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If you are unable to attend: If you register and are unable to attend, please let us know so that we can send you a link to a recording of the webinar.
Please see our cancellation policy herehttp://iraeducationcenter.com/page-1836478
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