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.
Roth Conversions in 2009 and 2010 Recorded Webinar
See how the differences in requirements for 2009 and 2010
should increase the number of Roth Conversions. Learn the eligibility limitations.
Do your personnel know the four ways a traditional IRA can be converted?
Learn how conversions can be recharacterized and then re-converted, and when that might be advantageous.
This webinar will review all aspects of this important and changing IRA procedure.
Topics covered will include the following:
2009 Eligibility
2010 Eligibility Changes
Whose responsibility is it to determine ?
2009 Taxation
2010 Taxation Changes
Four Different Methods to Convert
What amounts can be converted ?
Are RMDs affected ?
Must all IRAs and all balances be converted ?
Does the IRS 10% penalty affect conversions ?
Can SEP & SIMPLE IRAs be converted ?
Required Documentation
Reporting Compliance