How The New Proposed Tax Bill Can Impact Your Retirement Account

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SKU: TAX6700 Back to Course Listings
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Indiana CLE
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Courses purchased through UnitedCLE.com are provided and fully accredited by The National Academy of Continuing Legal Education, an Approved CLE Sponsor (106648) by the Indiana Commission For Continuing Legal Education. To view our full accreditation details please .

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About This Course

The recent tax proposal released by the House Ways & Means Committee has a huge impact on retirement accounts. This informative CLE course will provide details to key provisions of the proposal including the $10m retirement account cap, the elimination of Backdoor Roth IRA and of Mega Backdoor Roth IRA’s.

Other provisions to be discussed include:

  • Asset holding prohibitions
  • Investment using IRA’s in entities for which you are an owner
  • Statute of limitations extensions
  • And more
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