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WEBINAR - Roth Accounts and Conversions - Trick or Treat!

  • Wednesday, October 29, 2014
  • 10:30 AM - 11:30 AM
  • Online
ONLINE WEBINAR 
Roth Accounts and Conversions -
Trick or Treat?

Learn why these rules aren’t so scary
  • What Roth Accounts and Roth Conversions are;
  • How They Compare to Roth IRAs and Pre-Tax Accounts;
  • Factors for Employers to Consider in Deciding Whether to Offer Roth Accounts;
  • Factors for Employees to Consider in Deciding to Contribute or Convert to a Roth Account;
  • Issues of Administration of Roth Accounts; and
  • Recent Guidance on After-Tax Rollovers

About Our Presenter

Scott E. Galbreath, of the Burton Law firm in Sacramento, has over 25 years of experience in ERISA, employee benefits, and executive compensation. His practice areas include counseling for profit, tax exempt and governmental clients on all aspects of employee benefits: choosing appropriate retirement, deferred compensation, equity compensation, cafeteria and other health and welfare benefit plans; ERISA, Internal Revenue Code section 401(a), 403(b), 409A and 457 compliance; CalPERS and PEPRA compliance; investments, prohibited transactions, and fiduciary duties; multiemployer plan funding and withdrawal liability rules; as well as drafting plan documents and correcting plan operational or document failures. Prior to joining the firm, Scott was a Senior Attorney with the Folsom employee benefits firm of Chang, Ruthenberg & Long P.C. for over five years. Scott also practices in the areas of tax, estate planning, and business law.


Details
For those who cannot attend the live webinar broadcast, a recording of the webinar will be available within one week of the live webinar date. To register to receive a link to the webinar recording, just go through the regular registration process and a link will be sent to you via e-mail as soon as it is available.
 

Members are $35, Nonmembers are $50.

REGISTER HERE!

Please feel free to reach out to WP&BC with any questions.

Membership Questions To:
Brian Abad
Chapter President
brian.abad@aicinvest.com
(916) 771-4142

Website Support:
Karin LeCocq
Website Administrator
info@wpbcsacramento.org

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