November 17, 2023


2.5 Total CPE Credits


Webinar (CA): Comprehensive Roth IRA Strategies Analysis 2023

  • Instructor

    James Amerman

Learning Objectives

• Determine how to execute and audit an analysis on Roth conversions and Roth 401k/Ira vs. Traditional
• Recognize recommendations that are flawed
• Identify errors in analysis and recommendations
• Understand and apply the Backdoor (and Mega Backdoor) Roth, and how Secure 2.0 affects Roth IRA/401k strategies
• Recognize when tax efficiency could be improved with Backdoor Roth techniques
• Identify errors in attempts to execute Backdoor Roth

Major Topics

• How a rule of thumb can backfire
• Key inputs for an analysis
• Best ways to evaluate scenarios
• How to look for errors

CPE Credits Available

Total CPE

Things to Know About This Course

Course Level

  • Intermediate


Basic knowledge of Roth IRA, Roth Conversions and 401Ks.

Advanced Preparation

This webinar is produced by CalCPA. You will receive your login link/instructions and Certificate of Attendance directly from this third-party vendor. It is important that you review your COCPA confirmation for details on receiving your login instructions and COA from said vendor.

Intended Audience

CPAs, EAs, financial professionals and professional staff.


California CPA Education Foundation

Register For This Event

  • COCPA Member

    $ 89 89
  • COCPA Non-Member

    $ 119 119
    Your Price

Please login to register.