A major concern for many individuals is whether their retirement income is enough for them to live comfortably in their later years. One of the tools available that can be used to maximize retirement income is to take advantage of the tax benefits of Roth accounts. Many taxpayers can have a significant increase in their retirement income by receiving tax exempt income from Roth accounts. This on-demand webinar is designed to show how to maximize retirement income for some individuals by using Roth accounts and also to indicate situations when a Roth account will not increase retirement income. Learn how to use Roth accounts to make the most of a Roth conversion. The on-demand webinar also shows how to modify or even undo a Roth conversion because of events occurring after the original Roth conversion. We will also show how the timing of later distributions from Roth accounts can be used to maximize the benefits from having a Roth account.
Agenda
Faculty
Kevin L. Wadle, CPA
CliftonLarsonAllen LLP
- Director at CliftonLarsonAllen LLP in Peoria, IL
- Extensive background in tax and benefit services, with an emphasis on qualified and nonqualified benefit plans
- More than 30 years of experience in public accounting, including extensive experience in the design, implementation, operation, compliance and termination of qualified and nonqualified benefit plans; performed numerous IRS and DOL audits; and prepared numerous IRS and DOL submissions to maintain status of benefit plans
- Member of American Institute of Certified Public Accountants, Illinois CPA Society
- Received Elijah Watt Sells Award with high distinction for performance on the national CPA examination presented by American Institute of Certified Public Accountants for one of the highest scores in the nation
- Outstanding candidate in Iowa for performance on the national CPA examination presented by the Iowa Accountancy Examining Board for the highest score in the State
- B.A. degree in accounting, University of Northern Iowa
- Can be contacted at 309-495-8759 or [email protected]
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