Our "OnDemand" online e-Seminar covers the basics regarding Roth IRAs:

  • Roth Conversions: Easier After 2009
  • Converting a Traditional IRA to a Roth IRA
  • Calculating Conversion Tax
  • Converting Employer Plan Distributions to a Roth IRA
  • Is a Roth Conversion Right for You?
  • Roth Qualified Distributions
  • Roth Qualified Distributions Examples
  • Nonqualified Distributions

A short introductory video may be viewed at

The Full e-Seminar, including syllabus to follow along with and take notes, may be viewed at


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Comment   |  5 years, 12 months ago from Plano, TX