In the past, taxpayers who have had adjusted gross income (AGI) above $100,000 were
precluded from converting a traditional IRA to a Roth IRA. However, beginning with the 2010 tax
year, this limitation will be lifted, thereby allowing many more taxpayers the opportunity to convert to a Roth IRA.
This, in turn, will open up a flood gate of activity for those professional advisors who become familiar with the basics of Roth IRAs and the mathematical factors which make them both a viable income and estate tax planning tool.
Who Should AttendTax practitioners who wish to advise their clients about Roth IRAs.
Instructional MethodGroup: Internet-based
NASBA Field of Study
Taxes (2 hours)