This course provides and overview of Roth 401(k) planning and includes a review of the latest tax rule changes and planning opportunities. Students gain insight on the 'mega back-door Roth' and evaluate contributions and distribution rules for a popular list of Roth company plans. In addition, this course includes charitable IRA planning strategies using qualified charitable distributions (QCDs). 000372 IRA Single Course 8 1.00 Retirement Planning Continuing Education Advanced Career Professional Yes No 0003721 2.5G