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Estate Planning
Roth IRAs: Time For A New Look — 1.75 Kentucky General Credits

In this January 4, 2012 1.75-hour presentation, Louis A. Mezzullo, Esquire, a partner in the Rancho Santa Fe, CA offices of the Luce Forward law firm, describes the benefits of a Roth IRA, the requirements for making a Roth Conversion and for receiving distributions from Roth IRAs income tax-free. He also discusses who may and may not benefit from a Roth Conversion and the factors and risks that must be considered when deciding to make a Roth Conversion.

Major topics include:

Introduction

• what is a Roth IRA?

• regular contributions

Roth Conversions

• in general

• eligibility

• tax consequences

Taxation Of Distributions

• qualified distributions

• ordering rules

Recharacterizations And Reconversions

• how to make both

Roth Accounts

• in general

• taxation of distributions

Considerations In Making A Roth Conversion

• who will benefit; who will not benefit?

• charitable giving considerations

• key factors to consider

• risks in making a conversion

The Required Minimum Distribution Rules

FORMS: For fully-editable downloadable forms in many practice areas, please go to www.NLFforms.com.

If you need credits in multiple states you MUST click here before placing your order for important information.

Price: $37.00
: (required)
Course approved for these credits (and Expiration Dates When Applicable):
If you need credits in multiple states you MUST click here
before placing your order for important information.

AK — 1.75 General Credits
AZ — 1.75 General Credits
CA — 1.75 General Credits
CO — 2 General Credits, Expires 12/31/14
DE — 1.8 General Credits, Expires 1/4/14
FL — 2 General Credits, Course # 57052, Expires 8/23/13
GA — 1.8 General Credits, Expires 12/31/12
IL — 1.75 General Credits
IN — 1.75 General Credits, Expires 1/24/13
KY — 1.75 General Credits, Expires 6/30/2012
LA — 1.75 General Credits
ME — 1.75 General Credits
MO — 2.1 General Credits
MT — 1.75 General Credits
NV — 1.5 General Credits, Course # NLFA12-vd, Expires 1/4/14
NJ — 2.1 General Credits
NM — 1.8 General Credits, taped 1/4/12
NY — 2 Professional Practice Credits
OH — 1.75 General Credits, Expires 12/31/2012
OR — 1.75 General Credits
PA — 1.5 General Credits
TN — 1.75 General Credits, Valid 3/1/12-2/28/13
TX — 1.75 General Credits, Expires 2/28/2013
UT — 1.5 General Credit, Expires 12/31/12
VT — 1.75 General Credits
VA — 2 General Credits, Expires 10/31/12
WA — 1.75 General Credits — Activity ID #305428
WV — 2.1 General Credits
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