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Roth IRAs (Second Edition)

Sidney Kess and Barbara Weltman

This course covers the basics for Roth IRAs, including contributions to new Roth accounts and conversions from traditional IRAs. It provides planning pointers to help maximize the benefits of Roth IRAs, and reviews special problems associated with Roth IRAs.

Topics discussed include:

  • comparisons between Roth IRAs and traditional IRAs

  • eligibility requirements

  • rollover, conversion and reconversion regulations

  • rules for receiving distributions

Course Details
Price:  $24.00
Field of Study:  Taxes
Prerequisites:  None
Level:  Overview
CTEC course number:  1075-CE-7473
Course was last updated on:  09/22/05
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Library:

Technical Requirements:
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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
Law (Accepted by the State Bar of California) 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: Billy T. submitted on 09/26/2007
The course material is easy to read and takes the time to break down more complicated areas into easy-to-follow sections. The course also provides great examples that illustrate the concepts.
Reviewer: Phillip J K. submitted on 11/21/2006
Decent Content
Reviewer: Mike S. submitted on 10/20/2006
THe examples given to reinforce concepts
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