Overview

In this course you’ll learn the basics of a Roth IRA and about Roth IRA conversion. We’ll provide reasons to consider a Roth IRA, answers to common questions about Roth IRA conversion and how to reverse a conversion.

Objectives

When you complete this course, you will :

  • Differentiate between a traditional IRA and Roth IRA
  • Understand the pros and cons of Roth IRAs
  • Be familiar with Roth Conversion and how to reverse a Roth conversion
Course Outline
Title Type Highlight
1. Traditional vs. Roth IRAs Article
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This article explores the important decision variables when choosing between the two, as well as the impact of each on your current vs. future tax liabilities.

This article explores the important decision variables when choosing between the two, as well as the... More
2. Roth IRAs for all Video
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The Roth IRA can be an excellent addition to your retirement savings. Earnings grow on a tax-deferred basis, these earnings are tax free if a number of requirements are met.

The Roth IRA can be an excellent addition to your retirement savings. Earnings grow on a... More
3. Reasons for a Roth IRA Article
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Because a Roth IRA may improve your tax picture, it makes sense to take the time to see whether you would benefit from one.

Because a Roth IRA may improve your tax picture, it makes sense to take the time to see whether you... More
4. Roth conversions Article
This lesson will answer some questions we often hear from would-be converters.
5. How to reverse a Roth IRA conversion Article
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The process of reversing a Roth IRA conversion is known as recharacterization. Recharacterization may enable you to reduce your tax liability on a Roth IRA conversion.

The process of reversing a Roth IRA conversion is known as recharacterization. Recharacterization... More