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