Sign Up for the IRA Consulting here

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

Roth 401(k)s - Fundamentals of Designated Roth Accounts (DRA)s

  • 10 Nov 2016
  • 1:00 PM - 2:00 PM
  • Webinar: TIME ZONE : Eastern Time


  • Please choose this option if you use our paid membership services. Free to all memberships.
    You will be able to choose this option if you have already logged in, or if you input the email address that you use for membership.
  • Please choose those option if you do not use any of our membership services, or if you subscribe only to The IRA Authority.
    Please visit this link for our membership options

Presenter:  Denise  Appleby


Fee: $29 for nonmembers . Free for members


Description: An explanation of the rules and regulations that govern Roth 401(k) Accounts and the operational rules that apply. Includes new (final) Roth 401(k) regulations.

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. Roth 401(k)s are becoming increasingly attractive to small business owners who are looking to capitalize on the potential tax-free nature of growth and Roth IRA contributions.

Interested parties can help to maximize the Roth benefits and avoid pitfalls by ensuring that the applicable rules are followed.


Target Audience: Financial Advisors | Tax professionals | Financial professionals, including the staff at Credit Unions, Banks, Brokerage Firms and other financial institutions


Topics Covered: 

  • Defining designated Roth accounts (DRA)
  • Contributions that can be made to DRAs
  • In-Plan Roth Conversions
  • DRA rollover rules
  • DRA to Roth IRAs
  • Defining qualified distributions from DRAs
  • Reporting Requirement s for DRAs
  • High level comparison of DRAs and Roth IRAs

Please Note: We will send you the information to dial into the webinar at least 24 hours prior to the scheduled start time.




If you are unable to attend: If you register and are unable to attend, please let us know so that we can send you a link to a recording of the webinar.

Please see our cancellation policy here


253 Silvertop Drive
Grayson, GA 30017

Telephone: 973-313-9877

(C) Appleby Retirement Consulting Inc 2006-2024
Terms of Use
  |  About Denise Appleby  |  Media &Press
Legal  |  Delivery & Return Policy  |  Contact Us

Powered by Wild Apricot Membership Software