This webinar will provide a comprehensive overview of Roth IRAs, focusing on their unique tax advantages, including tax-free growth and withdrawals. Participants will explore eligibility requirements, contribution limits, and how Roth IRAs compare to other retirement accounts like Traditional IRAs. 

Key topics covered in this course include withdrawal rules, the five-year rule, and strategies for maximizing contributions. This session will also evaluate Roth IRA conversions and their impact on long-term financial and estate planning. By the end, attendees will be equipped to effectively incorporate Roth IRAs into their retirement strategy. 

Learning Objectives:

• Outline the key features of Roth IRAs, including eligibility requirements, contribution limits, and tax advantages compared to other retirement accounts


• Define Roth IRA withdrawal rules and apply the five-year rule to determine tax-free withdrawal eligibility and avoid penalties


• Evaluate strategies for maximizing Roth IRA contributions and conversions, and integrate Roth IRAs into estate planning to optmize overall long-term financial planning

NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) 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: www.nasbaregistry.org.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222