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Speaker, author, teacher, consultant: I teach/consult to financial, tax, and legal professionals about the tax laws that govern IRAs and employer plans

Top 20 IRA Rules Every Tax Practitioner Should Know (IRUL)

  • 18 Aug 2016

The All-Star Tax Series - Sponsored by Edward Jones

Panelists: Claudia Hill, EA, Denise Appleby, APA, CISP, CRPS, CRC, Stephen Parnell, CLU, Michael J. Tucker, CPA, LL.M. (moderator)

  • Credits 3
  • Level Intermediate 
  • Field of Study Taxes


Tax practitioners should know and be able to apply the rules that generally apply to IRAs and their owners and beneficiaries. Invariably, tax practitioners encounter IRA-related tax issues, and all tax practitioners should be equipped to address the most important issues related to IRA contributions, distributions, Roth conversions and beneficiaries. This program addresses the 20 issues that practitioners are most likely to encounter with their IRA owner clients.  

Major Topics:

  • Amounts of and limits imposed on contributions to an IRA and Roth IRA
  • Beneficiary designation issues
  • Required minimum distributions
  • Roth conversions and recharacterizations
  • Premature distributions not subject to the 10% penalty
  • Qualified Roth IRA distributions

Learning Objectives

Understand the most common tax issues associated with IRAs and Roth IRAs                             

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