Tuesday, March 23, 2010 - 1 PM Eastern; Noon Central; 11 AM Mountain; 10 AM Pacific

A Live Two-Hour Audio Seminar presented by CCH, a Wolters Kluwer business.

Learn the Ins and Outs of Roth IRA Conversions and How to Take Advantage of the New Rules and Opportunities

In the past, taxpayers who 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 is 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. 

Learning Objectives

• Develop a solid base of knowledge related to Roth IRA rules
• Recognize the critical factors affecting conversion decisions
• Understand the math and timing aspects of conversions 

For more information visit the seminar info page.