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Course/Product Description
Title:

Maximizing Retirement Income By Using Roth IRAs And Roth 401(k) Accounts

SKU:WC-1014009
Date / Time: Recorded
Format: Webinar
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Description:

A major concern for many individuals is whether their retirement income is enough for them to live comfortably in their later years. One of the tools available that can be used to maximize retirement income is to take advantage of the tax benefits of Roth accounts. Many taxpayers can have a significant increase in their retirement income by receiving tax exempt income from Roth accounts.

This live webinar is designed to show how to maximize retirement income for some individuals by using Roth accounts and also to indicate situations when a Roth account will not increase retirement income. Learn how to use Roth accounts to make the most of a Roth conversion. The live webinar also shows how to modify or even undo a Roth conversion because of events occurring after the original Roth conversion.

We will also show how the timing of later distributions from Roth accounts can be used to maximize the benefits from having a Roth account.

Covered Topics:

  • Overview of Roth Accounts
    • Roth IRA Accounts
    • Roth 401(k) Accounts
  • Roth IRA Contributions
    • Eligibility to Contribute
    • Limits on Contributions
    • Returned Contributions
    • Recharacterized Contributions
  • Designated Roth Accounts (Roth 401(k) Accounts)
    • Eligibility to Contribute
    • Limits on Contributions
  • Converting to Roth IRAs and Designated Roth Accounts
    • Conversion
    • Factors to Consider Regarding If, When and How Much to Convert
    • Recharacterized Conversion
    • Reconversion After a Recharacterization
    • Comparison of Using Roth IRAs and Designated Roth Accounts
    • Other Items to Consider When Doing Roth IRA Conversions
  • Corrections Available When Things Go Wrong
    • Excess Contributions
    • Failed Conversion
    • Failed Rollover
    • Failed Reconversion
  • Rollovers
    • Roth IRA
    • Qualified Plan
    • Designated Roth Accounts
    • Recharacterized Contributions
  • Distributions
    • RMDs
    • Early Distributions
    • Taxability
Faculty

Kevin L. Wadle CPA
  • Director at CliftonLarsonAllen LLP in Peoria, IL
  • Extensive background in tax and benefit services, with an emphasis on qualified and nonqualified benefit plans
  • More than 30 years of experience in public accounting, including extensive experience in the design, implementation, operation, compliance and termination of qualified and nonqualified benefit plans; performed numerous IRS and DOL audits; and prepared numerous IRS and DOL submissions to maintain status of benefit plans
  • Member of American Institute of Certified Public Accountants, Illinois CPA Society
  • Received Elijah Watt Sells Award with high distinction for performance on the national CPA examination presented by American Institute of Certified Public Accountants for one of the highest scores in the nation
  • Outstanding candidate in Iowa for performance on the national CPA examination presented by the Iowa Accountancy Examining Board for the highest score in the State
  • B.A. degree in accounting, University of Northern Iowa


Cannot Attend The Live Presentation?

This presentation is also available in a recorded format, in CD version, as shown in the pricing options below.

About Webcasts / Audio Conferences / Podcasts:

Webcasts, audio conferences, and podcasts are presentations that you attend via the Internet, phone, or mobile device at a specified date and time for "live" versions, or at your convenience for "recorded" and "On-Demand" versions.

The live versions are interactive, meaning that participants can ask questions in real time, plus are a very cost-effective form of training because 1) you receive fast, convenient learning without any out-of-office time; 2) you can invite as many colleagues as you'd like to listen in on a single phone line; 3) you incur no travel expenses; and 4) you and your colleagues are back at work immediately after the session ends!

And though with recorded versions you do lose the ability to ask questions, you gain the ability to hear the presentation numerous times and to share it with others in your office.

Handout materials and the phone number for live presentations are made available to you prior to the event via email from the presenter and from the "MyAccount" link on the menu bar. Copies of the presentations are included with recorded versions.

About The Provider: Lorman Education Services has provided educational seminars and online training for professionals since 1987.

Since then, we've kept thousands of professionals in the United States and internationally current on the most pressing topics in a rapidly changing marketplace of ideas. Like you, we understand the need for concise, accurate information.

That understanding underlies each Lorman course, presenting the latest information on the laws and regulations critical to your organization's successful daily operations.

Moreover, each course receives our painstaking attention to be certain both the faculty and participants receive the individual attention necessary to achieve maximum benefit from the materials.
More Info: Contact Us For More Information
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