The Latest and Greatest with Roth Conversion Planning
Maximize the benefits of Roth conversions! Discover the top 10 reasons why your clients should consider converting to a Roth IRA.
Format
Webcast
NASBA Field of Study
Specialized Knowledge
Level
Intermediate
CPE Credits
2
Author(s)
Robert S. Keebler
Availability
3 months
Product Number
WC2948849
Roth Conversions in 2021
Support your clients to maximize the benefits of Roth conversions in the current environment by tuning in to an in-depth presentation led by renowned financial and tax planning expert, Bob Keebler, CPA/PFS, MST, AEP (Distinguished).
Come away from this webcast with an understanding of the unique planning opportunities available to your clients in 2021.
- CPAs
- Financial planners
- Tax professionals
- Other qualified professionals
- Low value Roth conversions
- Repaying coronavirus-related distributions to a Roth Account
- Taxation of Roth IRA conversions and distributions
- Easy to read conversion tables by common scenarios
- Mathematics of Roth IRA conversions
- Timing of Roth IRA conversions to gain tax rate arbitrage
- Estate tax considerations and why a Roth conversion is much better when an estate tax exists
- Hedging Roth conversions with life insurance
- Using insurance to preserve post-death “stretch-out”
- Review tools and calculators for effective financial modeling
- Identify the top 10 reasons why clients should consider converting to a Roth IRA
- Determine the critical Roth conversion concepts after the SECURE Act and in the current environment
- Identify the value of Roth planning when markets are volatile and tax rates are likely to increase
- Use the tools and calculators to do effective financial modeling for your clients
Group ordering for your team
2 to 5 registrants
Save time with our group order form. We’ll send a consolidated invoice to keep your learning expenses organized.
Start order6+ registrants
We can help with group discounts. Call us at 1-800-634-6780 (option 1) or email us at salessupport@aicpa.org
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