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This course provides an overview of Roth 401(k) planning and includes a review of the latest tax rule changes and planning opportunities. Students gain insight on the “mega back-door Roth” and evaluate contributions and distribution rules for a popular list of Roth company plans. In addition, this course includes charitable IRA planning strategies using qualified charitable distributions (QCDs).

​Learning Objectives:

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

• Execute Roth IRA conversions from company plans,
• Navigate Roth 401(k), Roth 403(b), and Roth 457(b) contribution and distribution rules, and
• Implement the latest IRA tax law changes into clients’ retirement distribution planning.

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%.