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Traditional And Roth IRAs After The SECURE And CARES Acts
Traditional And Roth IRAs After The SECURE And CARES Acts


Flash Drive Containing .mp3 Audio File and .pdf Course Book File

In this 60-minute, August 7, 2020, presentation Mark A. Krasner, CPA, Esquire discusses the impact of the SECURE Act (2019) and CARES Act (2020) on Traditional and Roth IRAs. Mr. Krasner also covers the background, history, and key features of Traditional and Roth IRAs. He explains the similarities and differences between the two and how to choose which is most advantageous for your client.

Mr. Krasner is a founding partner in the La Jolla, California-based law firm of Blanchard Krasner and French, where his practice includes tax and estate planning. BKF opened an office in Reno, Nevada in 2016.

Major topics include:
History and development of IRAs
Differences between Roth and Traditional IRAs:
- eligibility
- contribution limits; deductibility
- tax treatment of contributions and withdrawals
- withdrawals
- required distributions
- rollovers and conversions
Choosing between Traditional IRA and Roth IRA
SECURE Act changes
CARES Act changes
Impact of bankruptcy on IRAs
IRAs v. 401Ks

FORMS FOR LAWYERS: For fully-editable immediately downloadable forms in many practice areas, please go to www.NLFforms.com.

BOOKS FOR LAWYERS: Over 125 useful books on important legal issues facing attorneys are now available for immediate download at www.NLFforms.com. (Reading books without also listening to or viewing a recorded seminar earns NO CLE credits.)

Price: $51.00