Roth IRAs: What You Need to Know
Learn all aspects of the Roth IRA, including features and benefits, and how the Roth IRA stands out from other retirement savings accounts. You’ll leave this course with a thorough understanding of the tax advantages, contribution eligibility rules, reporting requirements, portability options, and distribution options—including the popular Roth IRA loophole.
Details
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Benefits
Convenient
Get retirement, health, and education savings plan training without leaving your office. Our large selection of webinars are available live or for digital download.
Expert Instructors
We have some of the industry's top ERISA-trained consultants who have specialized in retirement and savings plans for over 35 years.
Professional Development
Keep up on the latest rules and regulations, or maintain an industry designation by earning continuing education credits.
