In this episode, Bob Keebler, CPA/PFS discusses the SECURE Act and retirement planning strategies, including Roth conversions. He answers the questions:
What are the relevant proposed provisions?
Which clients would be impacted?
What planning strategies and tactics will be effective?
What is the advantage of Roth conversions under the proposed SECURE Act?
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This episode is brought to you by the AICPA’s Personal Financial Planning Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Also, by the CPA/PFS Credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/pfp to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program.