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Roth IRAs (Third Edition)

Sidney Kess and Barbara Weltman

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:  $24.00
Field of Study:  Taxes
Prerequisites:  None
Level:  Update
CTEC course number:  1075-CE-4292
Course was last updated on:  02/06/07
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Library:

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
CPE 2 CPE
QAS 2 CPE
CFP® (Accepted by the CFP Board) 2 CPE
Enrolled Agent (Accepted by the IRS) 2 CPE
CTEC Federal 2 CE

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.

User Reviews
Reviewer: Deborah D. submitted on 11/16/2009
update of rules
Reviewer: Albert P. submitted on 10/15/2009
Explanation of deemed Roth IRA and explanation of differences between Roth vs. Traditional IRA
Reviewer: Benjamin T. submitted on 08/11/2009
Traditional and Roth IRA differences and the benefits. Future possibilities of a Roth IRA.
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