Course Number: |
W060820 |
Course Title: |
WEBINAR: Roth Conversions, Roth IRAs, & Inherited IRAs and Estate Planning & Trusts Under the Secure Act (Phila Tri County Chapter Event) - 4 hours |
Description: |
CPE 9:00 a.m. - 1:00 p.m. IRAs (9 a.m.-12:00 p.m.) Trust & Estate Planning (12-1 p.m.) 10 minute break at 11:00 a.m. Roth IRA Basics – 1-hour federal tax – Basic -- This session will discuss the rules for contributions and withdrawals from Roth IRA accounts, Roth IRA Conversions – 1-hour federal tax – Basic -- An introduction to the taxation of Roth IRA conversions and consideration of factors in the decision to convert, IRAs After Death -- 1-hours federal tax – Basic - This session will provide an overview of inherited IRAs including discussion of Designated Beneficiaries, Death Distribution Options, Death BEFORE Required Beginning Date, Death ON or AFTER Required Beginning Date, Taxation of Death Distributions, and Pennsylvania Treatment. Rules before and after the SECURE Act will be covered. |
Speaker: |
Mary Lew Kehm, CPA & Jon Ellis, Esq.
|
Knowledge Level: |
Basic |
Sponsor: |
PSTAP - Philadelphia Tri-County chapter |
Date: |
08/04/2020 |
Number of Days: |
1 |
Location: |
Webinar |
Address: |
|
CPE Credits: |
4 Credits Tax (Federal)
|
Host Chapter(s): |
Philadelphia |
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