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Roth IRA Distributions and Conversions Webinar

Roth rules finally clarified in a simple manner.

When tax time comes around, it seems that Roth IRA distributions are the victims of mis-coding by the financial institutions and over-taxation by the tax preparers. Thousands of dollars in taxes and penalties are being paid to the IRS on Roth distributions that should be free. If you are looking at sorting out the “facts” from “fiction” regarding Roth IRAs, this is a “must attend” one hour Webinar.

Covered Topics:

•Basic information on qualifications for Roths and contribution limits
•When you can access your Roth principal without any tax implications
•When the Roth interest is really tax free
•How the funds are distributed from the Roth IRA – principal vs. interest
•What is a “conversion” and what are the options for claiming the income in 2010 vs. 2011
•When can converted assets be withdrawn without a penalty
•How to move money from a Qualified Plan to a Roth IRA
•How is all of this reported to the IRS?

Who Should Attend?

New Account Representatives, Certificate of Deposit Personnel, Savings Counselors, Accountholder Service Representatives, Investment and Trust Personnel who are newly involved in the opening, selling, marketing, or administration of IRAs. Any officer/manager who “oversees” the IRA department and may be responsible for answering IRA accountholders questions or concerns but does not actually open IRA accounts – including call center personnel. Experienced IRA representatives who would like a review of the rules and regulations of Roth IRAs.

Instructor:  Patrice M. Konarik, CFP, president and founder of Sunwest Training Corp.

Schedule and Registration Information

Choose the delivery type that best suits your needs.  Tuition includes textbook (if applicable).
Webinar times are EST.  All other class times are local time.

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