Course Overview

This course provides foundational instruction on Roth IRA (Individual Retirement Arrangement) conversions. Whether your company processes Roth IRA conversions directly, or advises account holders that complete them, this training helps professionals comprehend the conversion process.

In this introductory course, you will learn:
• How conversions can benefit Roth IRA holders
• The best methods for completing a Roth IRA conversion
• How to handle Roth IRA conversion reporting

Course Details

  • 19 Minutes of Instruction

  • 0.5 Continuing Education (CE) Credits

  • $49

  • Beginner Level

  • CISP, CTFA, & CRSP Designations

Course Syllabus

  • 1

    Roth IRA Conversions I

    • Getting Ready with Course Resources

    • Conversion Benefits

    • Sources of Conversion

    • Mechanics of a Conversion

    • Roth IRA Conversions I Quiz