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    CE 158 Roth 401(k) Rules - IRA Update and Tax Planning Strategies

    CE 158 Roth 401(k) Rules - IRA Update and Tax Planning Strategies

    $205.00 USD
    $205.00 USD
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    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).

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