Roth IRAs: Time For A New Look — 2 Virginia 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 McKenna Long & Aldridge LLP, 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

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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, Course ID 745733, Expires 2016-12-31
DE — 1.8 General Credits, Expires 1/4/14
FL — 2 General Credits, inc 1.5 Cert Cred in Elder Law &/or Wills, Trusts & Estates, Course # 1305591N, Expires 2015-02-24
GA — 1.8 General Credits, Expires 2013-12-31
IL — 1.75 General Credits
IN — 1.75 General Credits, Expires 2014-01-24
KY — 1.75 General Credits, Expires 6/30/2013
LA — 1.78 General Credits, Expires 2014-02-28
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 (attorneys seeking NY credit must ALWAYS place their orders from the New York page)
NC — 1.75 General Credits, Expires 2013-12-31
OH — 1.75 General Credits, Expires 2013-12-31
OR — 1.75 General Credits
PA — 1.5 General Credits
TN — 1.75 General Credits, Expires 2014-02-28
TX — 1.75 General Credits, Expires 2014-02-28
UT — 1.5 General Credit, Expires 2013-12-31
VT — 1.75 General Credits, Expires 2014-01-04
VA — 2 General Credits, Expires 2013-10-31
WA — 1.75 General Credits — Activity ID #305428
WV — 2.1 General Credits

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