Planning with a Roth IRA in Today's Tax Environment

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Overview

1 Credits
ONLINE

Planning with a Roth IRAs has changed since the first came into the law.  The removal of limits on rollovers, the ยง1411 tax on net investment income, the increased lifetime tax free transfer amounts and changes in tax rates all impact an analysis of whether a Roth IRA makes sense. 

Objectives

This webcast will take a fresh look at tax planning with the Roth IRA, highlighting the impacts of the changes that have taken place since Roth IRAs first became available.

Join Don Paul Cochran, JD, CPA,CFP,  with Nichols Patrick CPE as he breaks this down for you to better assist your clients.

Advanced Preparation

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Sessions

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Wednesday, September 10, 2014

General Sessions

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