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2022 AICPA & CIMA ENGAGE

EST2208 - Workshop: All Things Roth


Jun 7, 2022 9:30am ‐ Jun 7, 2022 10:45am


Standard: $49.00

Description

From basics to the latest wrinkles. At this session you’ll learn what to avoid and what to focus on for maximum utilization of these popular retirement vehicles

Learning Objectives:
  • Identify the pros and cons of Roth IRAs
  • Analyze eligibility requirements and tax issues
  • Apply tax and financial planning principles to assist clients with Roth planning

Speaker(s):

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