Chapter 6_RF - rules, distribution rules, and rollovers....

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Chapter 6 R OTH IRA LEARNING OBJECTIVES: A. Have a basic understanding of the Roth IRA, including advantages, disadvantages, and tax implications. REVIEW: This chapter provides an overview of the Roth IRA. Following the same format as the previous chapter, it first discusses what is the Roth IRA, when is it indicated, and advantages and disadvantages. Tax implications are covered, including contribution
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Unformatted text preview: rules, distribution rules, and rollovers. Following a brief section on where to find out more, the chapter concludes with a question and answer section. FEATURED TOPIC: Roth IRA CFP CERTIFICATION EXAMINATION TOPIC: Topic 63: Other tax-advantages retirement plans A. Types and basic provisions (Roth IRA, including conversion analysis) KEY WORDS: Roth IRA, contribution limits...
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This note was uploaded on 02/24/2010 for the course ACCOUNTING 578844 taught by Professor Mctosh during the Spring '10 term at UCLA.

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