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Guide to the Fundamental Rules of Tax-Free Roth 401(k)s

Clear Law Institute

July 23, 2018
Recorded Online
Webcast

Like Roth IRAs, contributions to designated Roth accounts (DRA), including Roth 401(k)’s, are made with funds that have already been taxed and qualified distributions are tax-free.

You must know the general technical rules that apply to these accounts, in order to help your clients determine how to ensure that distributions are tax-free.  Most importantly, you will learn the differences and similarities between a DRA and Roth IRA, and how rollovers could affect the eligibility for tax-free distributions.

Upon course completion, you will be able to:

  • Describe the general technical rules that apply to DRAs
  • Describe the in-Plan Roth Rollovers rules
  • Identify Qualified distributions vs Nonqualified distributions
  • Differentiate DRAs and rollover contributions
  • Determine how a rollover from a DRA to a Roth IRA could affect distributions from the Roth IRA

Faculty:  Denise Appleby, Appleby Retirement Consulting Inc.
Denise Appleby is CEO of Appleby Retirement Consulting Inc., a firm that provides IRA tools and resources for financial and tax professionals.

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