Course Information

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Roth IRAs (Fourth Edition)
Author: Sidney Kess, Barbara Weltman and Charles Herbst

Description:
This course focuses on Roth IRAs, a great way to create tax-free retirement income that tax law changes have made more accessible. It explains what they have in common with traditional IRAs, as well as what is unique about them.

Topics covered include:

  • Similarities Between Roth IRAs and Traditional IRAs
  • Differences Between Traditional IRAs and Roth IRAs
  • Conversions to Roth IRAs
  • Deemed IRAs
Course Details:
Price:  $34.00
Field of Study:  Taxes
Prerequisites:  None
Level:  Basic
CTEC course number:  1075-CE-7190
Course was last updated on:  01/20/2010
Library:
Wealth Management

Technical Requirements:
To view and print downloadable content files available in this program, you will need Adobe Acrobat Reader. You can download the free Reader plugin at Adobe's website by clicking on the icon below, then following the instructions for installation on your computer.
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Credit Available For: Units
CFP (Accepted by the CFP Board) 1.00 CPE
CPE 2.00 CPE
CTEC Federal 2.00 CE
Enrolled Agent (Accepted by the IRS) 2.00 CPE
QAS 2.00 CPE

Note: Recommended CPE credit is based on a 50-minute hour. Participants earning credits for states that require self-study to be based on a 100-minute hour will receive half the recommended CPE credits for successful completion of this course.

Since Continuing Professional Education requirements vary from state to state and are subject to change without notice, please contact your state board of accountancy for information on your CPE requirements and the applicability of this course to meet those specifications.

CCH has been approved by the California Tax Education Council to offer courses that provide federal and state credit towards the annual "continuing education" requirement imposed by the State of California. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, toll-free by phone at (877) 850-2832, or on the Internet at www.ctec.org.