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ASPPA Webcast: Roth Conversions: Understanding the Rules and When They Make Sense

ASPPA Webcast: Roth Conversions: Understanding the Rules and When They Make Sense  
Available Through March 16, 2016

Speaker: William C. Grossman, ERPA, QPA Education Consultant, McKay Hochman Co., Inc.

IRS Program Number: CZTXU-Q-00610-16-O

To view the Webcast outline, click here.

   

Description: 
In-plan Roth Rollovers (IRR) have been touted as the latest great tax-planning device for retirement. This webcast will cover the intricacies involved in effecting an IRR. We also compare and contrast the alternative of a pre-tax IRA conversion to a Roth IRA. Strategies such as contributing after-tax and converting to Roth will be covered. Projections will also be discussed.

Key Takeaways:
1. Summarize the pros and cons of using the after-tax source via an IRR to increase Roth contributions.
2. Discuss administrative and reporting issues involved with IRR and conversions to Roth IRAs.
3. Devise effective ways to discuss Roth conversions with plan sponsors.

Registration Deadlines: 
Live: 03/16/2016
On-Demand: 03/16/2017

CE Credit: 2 ASPPA, 2 ERPA, 2 JBEA Non-Core

About the Speaker:

Bill Grossman is the director of Education and Communications with McKay Hochman. He has been with McKay Hochman for over 13 years, during which time he has been an instructor for the firm and the editor of McKay Hochman’s client newsletters, Prototype Plan News, 403(b) Perspectives and Retirement Plan News. Bill is the primary author of most of the mhco.com website articles and the E-mail Alert. His articles have been published in The ASPPA Journal and are regularly published in Benefitslink.com and the 401khelpcenter.com. He was co-chair of the ERPA Conference and also serves on the ASPPA Annual Conference Committee.

Individual Viewer Additional Viewers 
ASPPA Member: $115  ASPPA Member: $45 
Non-Member: $190  Non-Member: $70 

Registration for on-demand recorded webcast includes unlimited viewing of the webcast recording to play any time before the one-year expiration date, webcast outline, and any additional presentation materials. Recordings are available one week after the live webcast takes place. 

Webcast Package Pricing:

Please click here for information on package pricing for classroom style webcasts and web-course viewing. For more details on additional training package offerings, please contact [email protected]

Methods of Registration:

To prevent duplication of payment, please select only one method of registration. Once your registration is processed, you will receive an electronic registration confirmation to the e-mail address listed on your registration form.

Click here to download a registration form.

Online: For credit card payment only. Receive an immediate e-mail Registration Confirmation. 

E-mail: E-mail your scanned registration form(s) and credit card information to [email protected].

Fax: Fax your scanned registration form(s) and credit card information to 703-516-9308.

Mail: American Retirement Association, PO Box 34725, Alexandria, VA 22334-0725For express/overnight deliveries (FedEx/DHL, etc., send to: American Retirement Association, 4245 North Fairfax Drive, Suite 750, Arlington, VA 22203

Make checks payable to the American Retirement Association

General Information

Cancellation Policy:

All webcasts are non-refundable. If you have registered for the live webcast and are unable to attend, please email [email protected] and request to transfer your registration to the recorded version. This request must be made before the live webcast takes place.

Disclaimer:

Statements and materials presented on American Retirement Association webcasts are solely the opinions of the speakers and do not represent the opinion or the position of the American Retirement Association. The American Retirement Association assumes no responsibility for the content and materials presented by speakers during the webcast.

Questions:

Registration and General QuestionsAmerican Retirement Association Customer Support703-516-9300[email protected]