ROTH IRAs

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Speaker : CHARLES K. MONTECINO
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When : Tuesday, August 05, 2025
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Time : 01 : 00 PM EST
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Charles K. Montecino, CPA, CTRS
Charles
K. Montecino, is a Certified Public Accountant and Certified Tax
Resolution Specialist. He has significant experience in helping clients
solve their IRS problems, and clients say he does it with patience and,
as one client put it, “without making me feel dumb.” In 2008 he received
the Top Practitioner Award from the American Society of Tax Problem
Solvers.
He is also known as “The Tax Problem Solver” because he solves tax problems!
He works with taxpayers that for various reasons find themselves at odds with the Internal Revenue Service. He regularly works with those that have unfiled returns, unpaid balances, payroll tax issues, innocent and injured spouse issues and those under audit.
He
has spent his 40 plus years career in public accounting, and over 35 of
them running his own firm. He has been a tax resolution specialist for
over 25 years. He is a licensed CPA in New Jersey and is also a CGMA,
Chartered Global Management Accountant. He serves on the Cooperation
with IRS Committee and the Cannabis Special Interest Group with the New
Jersey Society of CPAs. He is a member of the American Institute of
CPAs, New Jersey Society of CPAs, and The American Society of Tax
Problem Solvers.
He earned his accounting
degree from Rutgers University. When he is not working, he enjoys
watching the Philadelphia Phillies, Philadelphia Eagles and the Rutgers
University football team. He also enjoys golfing, fishing, traveling,
reading and spending time with his wife, children and grandchildren.
This course will cover:
- The differences between Regular and Roth IRAs
- The pros and cons of Roth IRAs
- The withdrawal rules
- Conversion rules
- Recharacterization rules
- Why they are a good investment
- Why they should be considered a good retirement tool
Areas Covered
The course will cover:
- Contribution limits
- Income limits
- How to do a conversion
- Tax payments associated with a conversion
- Pros and cons of a conversion
- Required minimum distributions
- Qualified distributions
- Inherited Roth IRAs
- When to do a recharacterization
- Roth 401K plans
Who Should Attend
Certified Public Accountants, Enrolled Agents, and Attorneys that want to ensure their clients understand the options and benefits of both the Regular and Roth IRA.
Why Should You Attend
All tax professionals should know and understand the Roth IRA rules.
Proper retirement planning requires a knowledge of both Regular and Roth IRA rules. So does proper tax planning and tax preparation. Without this knowledge you cannot properly advise and assist your clients. All tax professionals that offer tax planning or retirement must attend this course. In this webinar you will learn the differences between Regular and Roth IRAs. You will learn the eligibility rules and the taxation rules. You will also learn the eligibility rules and why Roth IRAs are a good retirement investment. You will also learn the pros and cons of Roth IRAs.
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$200.00
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