In this course, students explore the ordering rules for the Roth IRA distributions. The topics covered in this course include Roth IRA tax planning after the SECURE act, three questions to ask in every Roth conversion evaluation, who should and who should not convert, and estate planning with Roth IRAs.
000371
IRA
Single Course
7
1.00
Retirement Planning
Continuing Education
Advanced Career Professional
Yes
No
0003711
1.5G