How The New Proposed Tax Bill Can Impact Your Retirement Account

Accreditation Wreath Icon AL
SKU: TAX6700
All Courses Available iOS/Android Web

All Courses Available iOS/Android Web

About This Course

The recent tax proposal released by the House Ways & Means Committee has a huge impact on retirement accounts. This informative CLE course will provide details to key provisions of the proposal including the $10m retirement account cap, the elimination of Backdoor Roth IRA and of Mega Backdoor Roth IRA’s.

Other provisions to be discussed include:

  • Asset holding prohibitions
  • Investment using IRA’s in entities for which you are an owner
  • Statute of limitations extensions
  • And more
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