Pricing
Order any 1 Presentation..................................$199
Special ! Order any 5 Presentations.................................$875
Extra Special ! !
Order any 10 Presentations..............................$1,500
All presentations by online access or CD are functional for 60 days and
include a presentation outline. Remember,
IRA, HSA, and CESA rules can change at any time. Be sure to check with CWF for any
applicable changes and for available updates. If a required update occurs during
the 60 days, an updated Presentation / CD and outline will be available for only
$99. It will include a new 60-day viewing period.
Basics of Roth IRAs Recorded Webinar
Learn the basics of establishing and administering
Roth IRAs.
CWF will walk you through the required documentation for
establishing Roth IRAs on a line-by-line basis, illustrating the
requirements regardless of whose forms are used. Contribution
eligibility, limits and exceptions will be thoroughly reviewed.
The required amendment process will also be explained. See
what IRS penalties are possible for non-compliance, and more
importantly, how they can be avoided.
Learn the basics of establishing and administering Roth IRAs.
The agenda includes:
IRA Overview
IRA Custodian/Trustee Role
IRA Tax Benefits
IRA File Maintenance
Requirements for Establishing Roth IRAs
IRA Beneficiary Documentation
IRA Amendments
Contribution Eligibility
Contribution Limits
Spousal Contribution Exception
IRA Deadline Exceptions
Contribution Documentation
Deductible vs. Non-Deductible Contributions
IRA Contribution Tax Credit