Shopping Cart

{{cart.item_name.toUpperCase()}}
{{cart.type}}
$ {{new Intl.NumberFormat().format(cart.single_amount)}}
-
+

Oops! Your cart is empty!

Subtotal: $ {{new Intl.NumberFormat().format(total_cart_amount - coupon_off_amount)}}
Shipping and discounts codes calculated at checkout
Looks like you haven't added anything to your cart yet.

Roth IRA Fundamentals: Understand Eligibility, Contributions, Rollovers & Transfers

  • Jun 04, 2024 Tuesday | 01:00 PM ET | 12:00 PM CT | 10:00 AM PT | Duration: 120 Minutes
  • Credit: IRS Credits: 2 | NASBA Credits: 2 | Product Code: WEB00243

Webinar Instruction will be emailed on your registered email address 3 days prior to webinar | Web Download / e-Transcript will be shared in 7 working days from the date of webinar

Join this course to explore IRA plan eligibility, contribution, rollover, and transfer rules, and learn how they impact IRA owners as well as financial organizations and will review the investment opportunities for individuals to save for retirement, including IRAs, Roth IRAs, Backdoor Roth IRAs, SIMPLE IRAs, and other employer-sponsored retirement plans.

We will conduct a comprehensive review of these investment vehicles, providing participants with a thorough understanding of their features, benefits, and eligibility criteria. By delving into the intricacies of each option, individuals will be empowered to make informed decisions and devise a personalized retirement savings strategy that aligns with their financial goals.

Roth IRA course will cover:
  • Taxation of withdrawals
  • Early withdrawals
  • The order of withdrawals
  • Required withdrawals
  • Pros and cons of Roth IRAs
  • History of Roth IRAs
  • Will include Roth 401/(K) plans
  • Conversions and rollovers
  • Recharacterizations
  • Distributions after death
  • Qualified distributions

Who Will Benefit:

  • CPA
  • Enrolled Agents (EAs)
  • Tax Professionals
  • Attorneys
  • Other Tax Preparers
  • Finance professionals
  • Financial planners
Coder Archives is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
 
Speaker Profile:
Charles K. Montecino, CPA, CGMA, CTRS, is a Certified Public Accountant and Certified Tax Resolution Specialist. He has extensive experience in helping clients solve their IRS problems, and clients say he does it with patience and, as one client put it, “without making me feel dumb.” In 2008 he received the Top Practitioner Award from the American Society of Tax Problem Solvers.
 
Charles has spent his 50-year career in public accounting, and 42 of the 50 years running his own firm. He is a licensed CPA in New Jersey, a Certified Tax Resolution Specialist and a CGMA, Chartered Global Management Accountant. He serves on the Cooperation with IRS Committee and is a member of the Cannabis Interest Group with the New Jersey Society of CPAs. He is a member of the American Institute of CPAs, New Jersey Society of CPAs, and the American Society of Tax Problem Solvers.
 
He regularly consults with other practitioners in the Tax Resolution area in addition to being a referral source for clients of practitioners that are in over their head.
 
Charles earned his accounting degree from Rutgers University. When he is not working, he enjoys baseball watching the Phillies and football, following both the Philadelphia 76ers and the Rutgers team. He also enjoys fishing, traveling, golf, reading, his vacation home at the New Jersey shore and spending time with his family, including his two grandsons.

Credits and Other information:

  • Recommended CPE credit – 2.0
  • Recommended field of study – Taxes
  • Session Prerequisites and preparation: None
  • Session learning level: Basic
  • Location: Virtual/Online
  • Delivery method: Group Internet Based
  • NASBA Sponsor: 146439
  • IRS Course ID: PJGWS-T-00089-24-O
  • Attendance Requirement:  Yes
  • Session Duration: 2 Hours
    • Case Studies and Live Q&A session with speaker
    • PowerPoint presentation for reference

Coder Archives is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

IRS Credits
NASBA Credits

1. Are your providing Online Continuing Education Credits?

We are approved to provide CPE/CE credits to Tax Professionals

  • IRS
  • NASBA

2. When are the continuing education credits reported to the IRS, HRCI, NASBA and other regulatory bodies ?

We reports the educational credits to the respective licensing/regulatory bodies in 5 business days.

3. What should I do if I can’t log my account?

The credentials to log into your account is your EMAIL ADDRESS & PASSWORD used during account creation.

  • If you’ve forgotten your password, please go to the login page and click on the ‘Forgot Password.’ Then enter your registered email id to receive the password reset email. Click on the link given in the email to enter your new password.
  • If the face any challenge, please reach out to us via email support@pro2learn.com or contact our support team through live chat support. Our support line is 1-937-865-8027.Our support team is available Monday to Friday from 09:00 AM – 06:00 PM EST/EDT

4. How can I view /access the courses that I have registered for?

When you register for any of our webinars/product, you receive will the instruction 24 hours prior to the conference. Also, the instructions are avilable in your account under ‘My Webinars’ section.

5. How can I cancel my registration?

You can cancel your registration to by email at support@pro2learn.com.  If you cancel your registration for the paid webinar, the amount shall be credited back in your payment method within 7 business days.

6. How can I download the learning materials/Handouts available for the webinars/Seminar?

The conference materials are available 4 hours prior to the webinar. You can download it from the webinar page or by logging to your account.

7. What are the system requirements to attend a live webinar?

Our seamlessly integrated with ZOOM, WebX and, Goto for delivering continuing education webinars. The system requirements are :

  • An internet connection – broadband wired or wireless
  • Speakers and a microphone – built-in, USB plug-in, or wireless Bluetooth

8. What are CPE Package Courses?

Our package courses are the bundles of various continuing education courses which have been specially designed to meet your continuing education requirements for a particular Qualification.

9. What is web download and transcript?

  • The web download is the recording of the webinar. You will receive a link to download and save the webinar on your computer and watch it anytime and multiple times.
  • The transcript is the detailed written material presented during the webinar.

10. What is an On demand session?

On demand session is when we conduct the webinar as per your available dates after the live training. You will get access to the training for 24 hours.

11. How do I access a previously purchased webinar, self-study course, Web Download, or package?

To access a course that you have already purchased, all you must have to create/log in to your account. Click on the "Log In" button in the top right of the screen. Once you are logged in, you will have immediate access to all your purchased CPE courses, packages and other self-service or you can write on support@pro2learn.com.

12. I took a webinar, where is my certificate?

We will email your certificate within 3 working days of the end of the webinar, or you can login your account at www.pro2learn.com. If you don’t receive the email within 3 working days of the end of the webinar, check your spam/junk folder. If it’s not there, we recommend that you send us an email at support@pro2learn.com or connect over the online chatroom.

Download Summit Material

Mentors

Speakers
Warren M Bergstein
Know our Speaker
Speakers
Gerald L. Maatman
Know our Speaker
Speakers
Charles K. Montecino
Know our Speaker
Speakers
Robert S. Barnett
Know our Speaker
Speakers
Dr. Jim Castagnera
Know our Speaker
Speakers
Mark Wickersham
Know our Speaker
Speakers
Garrett Wasny
Know our Speaker
Speakers
Andrew Seifert
Know our Speaker
Speakers
William A. Levinson
Know our Speaker
Speakers
Wayne J. Miller
Know our Speaker
Speakers
VICTORIA M. HERNANDEZ
Know our Speaker
Speakers
Vicki M. Lambert
Know our Speaker
Speakers
Susan Fahey Desmond
Know our Speaker
Speakers
Steven G. Siegel
Know our Speaker
Speakers
Stephanie Thomas
Know our Speaker
Speakers
Robert S. Keebler
Know our Speaker
Speakers
Robert E. McKenzie
Know our Speaker
Speakers
Paul Flogstad
Know our Speaker
Speakers
Patrick McCormick, JD, LLM
Know our Speaker
Speakers
Patrick A. Haggerty
Know our Speaker
Speakers
Nick Preusch CPA
Know our Speaker
Speakers
Ms. Haleh C. Naimi
Know our Speaker
Speakers
Monica Haven
Know our Speaker
Speakers
Miles Hutchinson
Know our Speaker
Speakers
Michael A. Ferragamo MD, FACS
Know our Speaker
Speakers
Mary Schaeffe
Know our Speaker
Speakers
Mark Schwartz
Know our Speaker
Speakers
Margie Faulk
Know our Speaker
Speakers
Laura Thessin, CPA, MBA
Know our Speaker
Speakers
Laura A. Dixon
Know our Speaker
Speakers
Klaralee R. Charlton
Know our Speaker
Speakers
Keith Schiller
Know our Speaker
Speakers
Karla Brandau
Know our Speaker
Speakers
Joe Keenan, MBA, CSP
Know our Speaker
Speakers
Jerald L Henderson PhD
Know our Speaker
Speakers
Janette Levey Frisch
Know our Speaker
Speakers
James J. Rigos
Know our Speaker
Speakers
J. Patrick Garverick
Know our Speaker
Speakers
Eric L. Green
Know our Speaker
Speakers
Dr. Susan Strauss
Know our Speaker
Speakers
Dr. Robert K Minniti
Know our Speaker
Speakers
Dr. James S. Dunnick
Know our Speaker
Speakers
Diane L. Dee
Know our Speaker
Speakers
Dayna J Reum
Know our Speaker
Speakers
David Miklas
Know our Speaker
Speakers
David H. Ringstrom
Know our Speaker
Speakers
Allison M. McLeod CPA
Know our Speaker
Speakers
Alicia Katz Pollock
Know our Speaker
Speakers
Daniel J. Pilla
Know our Speaker
© 2024 Pro2learn, Inc. All rights reserved.