Course Information

[click to return to the previous page]

Roth Versus Traditional IRAs
Author: Mark N. Mercer

Description:
The decision to fund a traditional IRA or a Roth IRA has been the subject of debate, uncertainty, and sometimes confusion. This course describes the variables that may affect the choice between the IRA types, as well as other factors that should be considered.

Taxpayers will be able to convert other account balances to Roth IRAs, without current income restrictions, beginning in 2010. This course explains if and when traditional IRA accounts should be converted to Roth IRAs.

Course Details:
Price:  $32.00
Field of Study:  Taxes
Prerequisites:  None
Level:  Intermediate
Advanced Preparation:  None
CTEC course number:  1075-CE-5570
Course was last updated on:  04/27/09
[click to buy this course]
Library:
Learning Center Core
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.
[click to download acrobat reader]
Credit Available For: Units
CPE 2.0 CPE
QAS 2.0 CPE
CFP® (Accepted by the CFP Board) 1.0 CPE
Enrolled Agent (Accepted by the IRS) 2.0 CPE
CTEC Federal 2.0 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: Jason G. submitted on 01/26/2010
The way the author discussed the topic, link to publication 590 (note: my time was longer than expected for this course because I read a fair amount of Pub 590 before beginning the course.
Reviewer: Letty K. submitted on 12/27/2009
It cut to the chase on explanations without a lot of number projections. Just conceptual explanations that made sense.
Reviewer: Michael W. submitted on 11/24/2009
the review questions
[click to buy this course]