2013 New Roth Conversion Opportunitites & Other Retirement Curveballs

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DISCLAIMER

ARCHIVED SEMINARS ARE FOR VIEWING PURPOSES ONLY.

THE SEMINAR CONTENT IS NO LONGER CURRENT AND DOES NOT QUALIFY FOR ANY CONTINUING EDUCATION CREDIT.

ARCHIVE DATE: DECEMBER 2015

The IRS Tax Exempt and Government Entities’ Employee Plans division presented this seminar at the 2013 IRS Nationwide Tax Forum, and the information was correct at the time of recording.

Learn how the decisions you make affect the long-term tax advantages of your retirement distributions: expanded opportunities for Roth conversions within your 401(k) plan; added value of a solo 401(k) plan; how getting beneficiary designations wrong may cost you; how inheriting an IRA and decisions you make regarding it affect your tax bill; and how delaying Social Security could lead to a more secure retirement.

To view this archived seminar, click below