Speaker: Eric Waddy, EA
CE: 1 IRS/CTEC
Price: Free for Members | $60 for Nonmembers
Roth accounts remain one of the most misunderstood yet powerful retirement vehicles in the tax planning landscape. This one-hour session will guide Enrolled Agents through the defining characteristics of Roth IRAs and Roth 401(k)s, including how they interact with IRS rules on Required Minimum Distributions (RMDs), Roths held by deceased individuals, and inherited Roth accounts. We’ll also break down Roth conversions and examine the new opportunity to roll unused 529 funds into a Roth IRA. Whether you’re advising high earners, estate executors, or Gen Z savers, this webinar will help you clarify the rules, anticipate tax consequences, and confidently advise clients in a changing regulatory environment.
This session is part of our Free CE offerings for NAEA members, providing valuable insights at no cost. Note that the date and time are tentative and subject to change. Learn more about Free CE opportunities here: Free CE for Members.
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