Roth 401(k)s - Fundamentals of Designated Roth Accounts (DRA)s

  • 10 Nov 2016
  • 1:00 PM - 2:00 PM
  • Webinar: TIME ZONE : Eastern Time

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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

 

Topics Covered: 

  • Defining designated Roth accounts (DRA)
  • Contributions that can be made to DRAs
  • In-Plan Roth Conversions
  • DRA rollover rules
  • DRA to Roth IRAs
  • Defining qualified distributions from DRAs
  • Reporting Requirement s for DRAs
  • High level comparison of DRAs and Roth IRAs


Please Note: We will send you the information to dial into the webinar at least 24 hours prior to the scheduled start time.

 

SPACE IS LIMITED. REGISTER NOW AND RESERVE YOUR SPOT

 

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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