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Surgent's Key Roth IRA and Roth 401(k) Rules for Funding and Tax-free Distributions

 Various
 
2.0
Registration is Open
Member Price
$99.00 Regular Registration
Your Price
$104.00 Regular Registration
This course is being offered on multiple dates, listed below. Click the Register button next to your preferred date to register.
 Wed, 08/06/2025 from 10:00 am to 12:00 pm
 Tue, 09/09/2025 from 2:00 pm to 4:00 pm
 Mon, 10/13/2025 from 10:00 am to 12:00 pm
 Wed, 11/05/2025 from 10:00 am to 12:00 pm
 Thu, 11/13/2025 from 2:00 pm to 4:00 pm
 Mon, 12/08/2025 from 10:00 am to 12:00 pm
 Fri, 01/09/2026 from 10:00 am to 12:00 pm
 Wed, 01/28/2026 from 10:00 am to 12:00 pm
 Wed, 03/18/2026 from 2:00 pm to 4:00 pm
Designed For:

Any financial or tax professional who provides service and support to clients who own Roth IRAs and employer plan accounts

Prerequisite:

A basic understanding of funding and distribution rules for IRAs and rollover rules for employer plans

How much can you contribute to a Roth IRA, Roth 401(k), SEP Roth IRA, or SIMPLE Roth IRA? How will a Roth distribution qualify to be tax-free? How did SECURE Act 1.0 and SECURE Act 2.0 change the Roth rules? These are only some of the key Roth questions advisors must know the answers to. Plus, as Roth accounts have increasingly become an essential component of retirement savings portfolios, with one-third of IRA owners owning Roth IRAs, advisors have even more reasons to be Roth-proficient. To that end, the instructor will simplify critical rules that govern Roth funding and Roth distributions for Roth IRAs, Roth 401(k)s, and sister plans.

Delivery Method: Individual webcast
CPE Credit: Taxes
Program Level: Basic

This course is being offered by a 3rd party vendor and will not be accessible on your My CPE page. Webinar access information will be emailed directly to you by Surgent McCoy.

Objectives

  • Explain the eligibility requirements for funding Roth IRAs and Roth 401(k) plans
  • Describe the tax impacts of rollovers from employer plans to Roth IRAs
  • Demonstrate the steps that determine whether a Roth distribution is tax-free
  • Determine when the ordering rules apply

Speakers

Advanced Preparation

None

Vendor

The Virginia Society of CPAs (VSCPA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: NASBARegistry.org.

For more information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call (800) 733-8272.