Course Overview

This course provides comprehensive 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 develop proficiency in converting funds.

In this expert course, you will learn:
• How conversions can benefit Roth IRA holders
• All permitted places Roth IRA holders can convert funds from
• The best methods for completing a Roth IRA conversion
• How to handle Roth IRA conversion reporting
• How conversions to employer plans are unique

Course Details

  • 50 Minutes of Instruction

  • 1 Continuing Education (CE) Credit

  • $99

  • Intermediate Level

  • CISP, CTFA, & CRSP Designations

Course Syllabus

  • 1

    Roth IRA Conversions II

    • Getting Ready with Course Resources

    • Agenda

    • Conversion Benefits

    • Mechanics of a Conversion

    • Sources of Conversions

    • Taxation of Conversions

    • Employer Plan Rollover/Conversions

    • Misc. Roth Conversion Issues

    • Summary

    • Roth IRA Conversions II Quiz