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Final Roth Regulation
Subject: |
New IRA rollover opportunities for nonspouse beneficiaries created by the
Pension Protection Act of 2007 (PPA). |
When: |
Thursday, May 31, 2007 at 1:00 p.m. (CT)
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Duration: |
About 60-90 Minutes |
On April 27, 2007, the IRS released final regulations on the distribution and taxation of Roth 401(k) and Roth 403(b) assets. These regulations adopt, with certain modifications, the proposed regulations that were issued on January 26, 2006. Guidance on the reporting requirements and conforming amendments requirements are also included in these final regulations. In addition, these final regulations amend the existing Roth IRA regulations to reflect the interaction of designated Roth 401(k) and Roth 403(b) assets with Roth IRAs. These final regulations, which are effective April 30, 2007, generally apply to taxable years beginning on or after January 1, 2007.
What are the webinar topics? |
- Definition of Qualified Distributions
- Application of the 5-Year Period for Qualified Distributions
- Taxation of Nonqualified Distributions
- Rollovers of Designated Roth Contributions
- Reporting and Recordkeeping Compliance
- Modifications to Final Roth 401(k) Contribution Regulations
- Coordination Between Designated Roth Accounts and Roth IRAs
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When is the webinar offered?
Thursday (5/31/07) at 1:00 p.m. (CT). If you are unable to participate in one of these offerings, please contact us at 866-388-4900 for information about our archived webinar solutions.
What is the duration of the webinar?
Each session will last from 60 to 90 minutes
How much does the webinar cost?
Each webinar phone connection costs $259 and will accommodate as many listeners as you can fit in your office or conference room.
How do I register?
Register by phone by calling toll free 866-388-4900. Visa, American Express and MasterCard accepted. After your registration and prior to the event, you will receive login instructions and a master copy of the presentation that you may copy and distribute to each of your participants.
- Email us at info@convergentrps.com
- Call us toll free at 866-388-4900
- Click here to register online.
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