How The New Proposed Tax Bill Can Impact Your Retirement Account

CLE Courses Available on DVDs, Audio CDs, USB Stick, Online & iOS/Android App!

Course Media Options

About This Course

This CLE Course will provide in detail the key provisions impacting retirement accounts such as:

  • $10 million Cap on retirement accounts if your income is above $450,000.
  • The elimination of the Backdoor Roth IRA. If you are above the above-mentioned income limits, you can no longer convert to a Roth IRA..
  • The elimination of the Mega Backdoor Roth strategy. No longer can you contribute after-tax funds into your workplace plan, or convert after-tax contributions to an IRA. This applies to everyone!
  • The prohibition of holding assets that require accredited investor status with IRA funds. For example, you couldn’t use your IRA to invest in private placements.
  • The prohibition from using your IRA to invest in any entity you own more than 10% or serve as an officer.
  • Extend the statute of limitations from three to six years on IRAs, giving the IRS more time to find asset valuation and prohibited transaction violations.
  • Provide the IRS with approximately $80 billion to help them with tax enforcement and update information technology.

*This course qualifies as a Transitional course and can be taken by both Experienced and Newly Admitted attorneys in NY.

Spend less and get more

Get the courses that you need and the forms completed in days — not weeks or months.

Feature Ribbon Icon
CLE Manager on a headset

Dedicated CLE Manager

Quality help from a responsive CLE expert dedicated to assisting you.

Feature Ribbon Icon
A wall of media options

Riveting Content & an Exceptional Library

Experience outstanding presenters.

Feature Ribbon Icon
Customer viewing progress on a computer

Free Customized CLE Tracker

Keep crystal clear records of your courses and credits.

Feature Ribbon Icon
All of our media formats

Online, Audio CD, DVD, iOS/Android App, USB Stick

Learn at your pace, in the format that you prefer.

Want Different Options?

For a custom suite of courses, our custom CLE option satisfies your CLE cycle requirements in one easy step.

Customize OptionsRight ArrowCustomize Options