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Employee Benefit Plans 2016


24 - Roth IRAs: Traps for the Unwary - Investments and Otherwise


May 10, 2016 2:10pm ‐ May 10, 2016 3:25pm

Standard: $49.00

Description

Be sure that you and your clients do not run afoul of any of the Roth IRA rules. This session will review tax and investment issues affecting Roth IRAs, including funding, conversions and distributions, as well as costs and benefits of alternative investments, valuation rules, PT rules, ROBs and UBIT. Attendees will understand:
• The Roth IRA rules for funding, conversions from traditional to Roth, rollovers from qualified plans and distributions
• The costs and benefits of alternative investments and the IRA valuation rules
• The prohibited transaction rules, including ROBs, and unrelated business income tax

Speaker(s):

  • Kelly A. Davis, ERPA, Principal, Employee Benefit Plans, CliftonLarsonAllen LLP
  • Stephen G. Swirnow, JD, Vice President & Senior Legal Counsel, T. Rowe Price Associates, Inc.

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