Designated Roth Accounts From Soup to Nuts

ASPPA [American Society of Pension Professionals & Actuaries]

This webinar offers a comprehensive exploration of Designated Roth Accounts, tracing their historical development and legislative milestones, from the introduction of Roth IRAs in 1997 to the current "Rothification" trends under the SECURE 2.0 Act. Participants will delve into the fundamentals of Roth accounts, the intricacies of contribution limits, and the regulatory frameworks that shape them. The webinar also provides practical guidance on maximizing Roth contributions while navigating challenges such as discrimination testing and catch-up limits.

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