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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


  • 10 Sep 2014
  • 1:00 PM - 2:30 PM
  • Webinar: TIME ZONE : EST


  • Gold package consulting clients. Please choose this option
    if you use our Gold consulting package.
  • General Public. Webinars are always free for Gold members. Some webinars are free to other members, depending on membership level. Become a member and get free access to webinars and more

Please click this 'register' button to start the registration process. If you experience difficulty of have questions, please contact us at 973-313-9877 or We look forward to your attendance.

Presenter: Denise Appleby

Fee: $57.00 per location. Free for some members . Click 'show details' for more information

Description: An explanation of the rules and regulations that govern recharacterizations of Roth IRA Conversions and IRA Contributions

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

Topics Covered:

  • Roth conversion rules
  • Avoiding ineligible conversions
  • The tax impact of Conversions
  • Application of the early distribution penalty
  • Recharacterizations-deadline
  • Partial recharacterizations
  • The NIA rule
  • Reconversions
  • Operational Requirements

Q & A Session

Please Note: We will send you the information to dial into the webinar at least 48 hours prior to the scheduled start time.


  • Copy of PowerPoint presentation
  • Roth conversion and Recharacterization Quick Reference guide

Free Technical Consultation:Attendees get free email technical consultation on the topic covered. To be used within 30-days after attending the webinar.

Cancellation and Refund Policy

  • 30-days before the date of the webinar: If you are unable to attend a webinar for which you registered, you will receive a full refund of your purchase price if you cancel at least 30-days before the date of the webinar.
  • Less than 30-days before the date of the webinar: Cancellations received during this period are subject to a cancellation fee of $15.00.
  • Date of webinar: There are no refunds for cancellations received on the scheduled date of the webinar

Cancellation requests should be sent to . Cancellations cannot be done by telephone.

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Grayson, GA 30017

Telephone: 973-313-9877

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