Webcast: Surgent's Key Roth IRA and Roth 401(k) Rules for Funding and Tax

When:  Jan 28, 2026 from 08:00 AM to 10:00 AM (ET)
How much can you contribute to a Roth IRA, Roth 401(k), SEP Roth IRA or SIMPLE Roth IRA? How will a Roth distribution qualify to be tax-free? How did SECURE Act 1.0 and SECURE Act 2.0 change the Roth rules? These are only some of the key Roth questions advisors must know the answers to. Plus, as Roth accounts have increasingly become an essential component of retirement savings portfolios, with one-third of IRA owners owning Roth IRAs, advisors have even more reasons to be Roth-proficient. To that end, the instructor will simplify critical rules that govern Roth funding and Roth distributions for Roth IRAs, Roth 401(k)s and sister plans.

Location

ASCPA Live Online Webcast
Webcast, AZ 85008