Introduction to the Roth IRA

A free, plain-English course for tax pros on how the Roth IRA works, when to convert, and what clients ask.

What you get

• Four short video lessons, about 36 minutes in all
• A bonus demo of a tool that helps clients open an IRA
• The updated 2026 slide deck to download

Taught by Nadia Rodriguez, CPA, CTC. This free training does not award IRS CE hours.