The Power of the ROTH
Total Credits: 1 including 1 Taxes - Technical
- Average Rating:
- Not yet rated
- Categories:
- Partner Produced | Tax
- Faculty:
- James Studinger
- Course Levels:
- Intermediate
- Duration:
- 1 Hour
- License:
- Expires 30 day(s) after program date.
Description
Pre-tax retirement savings never made sense. But it was our only option decades ago. Now we have something much more powerful in the Roth. However, people are investing pre-tax like it's 1980. James will discuss the power of investing in the Roth and how a solid understanding of this investment vehicle can help clients save in tax-advantaged accounts for the future. CPAs can add value to their practice by helping their clients understand these vehicles and whether to convert pretax savings into Roth accounts.
Basic Course Information
Learning Objectives- Attendees will gain an understanding of the paradigm shift toward Roth and away from pre-tax retirement savings. The discussion focuses on the end game of wealth accumulation, which is to spend the money you’ve saved.
Major Subjects
- History of the three-legged stool
- Flaws in the original pre-tax assumptions
- Who owns your wealth
- Today’s fiscal and tax realities
- What really is a Roth conversion
- What is the end game to retirement savings
Course Materials
| Important CPA Credit Instructions READ BEFORE WEBCAST UPDATED (487.5 KB) | Available after Purchase | ||
Faculty
James Studinger Related Seminars and Products
James Studinger grew up in Michigan’s Upper Peninsula. He is an avid outdoorsman enjoying camping, hiking, fishing, exploring and endurance events. James founded Tour Da Yoop, Eh – a 1,200 mile 10 stage bike tour around the U.P. known as the Chasing Plaid Challenge. He is a speaker, and the author of the book Wealth Is a Choice and firmly believes in the empowerment of financial education. James is a financial planner at JPStudinger Wealth Advisors, working to help people better understand their relationship with money and achieve financial independence. He lives in Bloomfield Hills with wife Kris and two sons.
Dates
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Mon, Jun 30, 2025 - 05:00pm to 06:00pm EDT
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Tue, Jul 15, 2025 - 09:00am to 10:00am EDT
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Wed, Aug 06, 2025 - 04:00pm to 05:00pm EDT
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Fri, Sep 19, 2025 - 02:00pm to 03:00pm EDT
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Thu, Oct 23, 2025 - 12:00pm to 01:00pm EDT
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Wed, Nov 05, 2025 - 09:00am to 10:00am EST
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Sat, Dec 06, 2025 - 10:00am to 11:00am EST
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Mon, Jan 26, 2026 - 07:00pm to 08:00pm EST
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Additional Info
Basic Course Information
PrerequisitesThere are no definitive prerequisites, but an understanding of how Traditional IRAs and workplace retirement plans are taxed will help with understanding the course discussions.
Advanced Preparation
None
Designed For
CPAs looking for a better understanding of the tax advantages that come from Roth IRAs and workplace retirement plans.
Original Recording Date
7/1/25
Yellow Book
No
Course Developer
MICPA
Date Added to Catalog 4/16/25
Additional Information
Complaint Resolution PolicyPlease contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199).
Official Registry Statement
Business Professionals' Network, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org
Instructional Delivery Method
Group Internet Based
Course Registration Requirements
Online Registration
Refund/Cancellation Policy
Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.