IRAs: Contributions Through Distributions On-Demand Webinar

Summary

Retirement planning includes tax planning. In this webinar, we’ll discuss making contributions to and taking distributions from both traditional individual retirement accounts (IRAs) and Roth IRAs. In addition, we will discuss issues such as making “backdoor” Roth IRA contributions, the importance of filing Form 8606, Nondeductible IRAs, to track basis in a traditional IRA and the requirements to take distributions from inherited IRAs.

Objectives

Upon completion of this course, you will be able to:

• Differentiate between traditional and Roth IRAs, and the contributions and distribution requirements for both
• Calculate the requirement minimum distribution (RMD)
• Define how to make a backdoor Roth IRA contribution
• Summarize the distribution requirements for an inherited IRA
• Report distributions on the tax return

Course Details

This on-demand webinar includes the presentation slides, exam questions, recording of the webinar broadcast with review questions, and attendee top questions. CPE is issued after exam is successfully completed.