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Webcast: Optimizing Roth IRAs

Experts discuss how best to use the Roth IRA Tuesday, December 2, 2008 View the Archive This…

Experts discuss how best to use the Roth IRA

Tuesday, December 2, 2008

View the Archive

This program has been accepted by the CFP Board for 1 CE credit.
Viewers are eligible for CE credit up to 1 year from the live event.

Key topics covered during the webcast include:

  • Roth IRA tax rules and advantages
  • How traditional IRAs and Roth IRAs compare
  • Roth IRA conversions
  • Measuring the results of converting
  • Transfers and rollovers to Roth IRAs
  • Setting up, contributing to and withdrawing from Roth IRAs

    Click here to download webcast slides
    Download as podcast

    Moderators:

    Evan Cooper
    Deputy Editor
    InvestmentNews
    Lisa Shidler
    Reporter
    InvestmentNews

    Panelists:

    Paul Burkemper
    President
    Burkemper Group
    Susan Hartman, J.D., CFP®
    Financial Planning Consultant
    Raymond James & Associates Inc.
    Robert S. Keebler, CPA, MST
    Partner
    Virchow, Krause & Co. LLP

    View the Archive

    • Learn more about reprints and licensing for this article.

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