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


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