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Roth IRAs and Retirement Accounts

Taxes

Roth IRAs and Retirement Accounts

Course 30651A · 2 hrs · CPA & EA

Get up to speed on the fundamentals of individual retirement accounts, including how traditional IRAs and Roth IRAs compare, eligibility and contribution rules, and the mechanics of conversions and recharacterizations. This course also covers Roth IRA distribution rules—including qualified distributions and early withdrawal penalties—and wraps up with an overview of Roth 401(k) plans. Ideal for CPAs and tax professionals who want a solid, practical foundation in Roth IRA planning and client guidance.

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  • Hours: 2
  • Exam questions: 10
  • Eligible for: CPA & EA
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NASBA Area: Taxes

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Roth IRAs and Retirement Accounts
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