Three Critical Roth Conversion Rules Every Advisor Should Know

  • 08 Dec 2016
  • 1:00 PM - 2:00 PM
  • Time is in Eastern Time / Webinar

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Presenter:  Denise  Appleby

 

Fee: $29 for nonmembers . Free for members

 

Description: An explanation of the Roth conversion rules, and the requirements that apply to conversions based on the type of account being converted

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: 

  • When and how a Roth IRA conversion can be done.
  • The limitations that would affect someone’s eligibility for dong a Roth IRA conversion 
  • Tax reporting rules

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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