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In this course, students explore the ordering rules for the Roth IRA distributions. The topics covered in this course include Roth IRA tax planning after the SECURE Act, three questions to ask in every Roth conversion evaluation, who should and who should not convert, and estate planning with Roth IRAs.

​Learning Objectives:

Upon successful completion of this course, you will confidently be able to:

• Address the three questions to ask a client or prospect in every Roth conversion evaluation,
• Identify who should and shouldn’t convert to a Roth IRA – because it’s not everyone, and
• Develop an estate plan with Roth IRAs.

Course Syllabus

To begin, click on Course Material below. As you move through the lessons, make sure to mark each lesson complete, and then click Next Lesson at the bottom of each page. Once you complete the entire course, the progress bar will show 100%.