Navigating The Roth IRA Maze

While many advisors know the basics of Roth IRAs, tax rates, interest rates and the stock market are driving major planning opportunities in the wake of the Tax Cuts and Jobs Act.

   REPLAY   

At this session Bob Keebler, CPA/PFS, reviews advanced techniques in a highly-rated webinar with one-credit of continuing education for CFP®, CIMA®, and other professionals.   

  • Reasons to convert to a Roth IRA
  • Taxation of Roth IRA conversions
  • Taxation of Roth IRA distributions
  • Mathematics of Roth IRA conversions
  • Re-characterizations
  • Estate tax considerations
  • "Stretch" Roth IRAs
  • Using insurance to preserve post-death "stretch-out"
  • Tax-sensitive withdrawal strategies

The live session received 4.7 out of 5 stars and attendees left the following comments: 

  • Fast-paced but lots of great insights
  • Very informative, as usual!
  • Presentation was a bit scattered.
  • Great!
  • GREAT information, THANKS BOB!!!!
  • Excellent
  • Bob reminds me of how much I don't know about very complex topics that have huge impact in our clients lives. Difficult to follow without a deeper grounding in tax practice. Bottom line: We like medical GP's...we should be conversant enough to recognize that real tax experts have to be brought in to render the best tax advice possible, in the same way a patient needs to be referred onto to a specialist.
  • Thank you, Bob, for the excellent presentation today on the Roth advanced planning. The review of the basics, plus additional new points not discussed in previous webinars, lends itself to a solid learning experience. Some of the questions today are very case-specific and are difficult for Bob to answer accurately, as not all of the fact pattern is clear. Slides are presented in a helpful manner but are sometimes sped through given the time limitations. Nevertheless, the teaching style Bob uses is great.
  • Very good and comprehensive.
  • Excellent
  • Great
  • Very good
  • Excellent. Well done.
  • Very helpful
  • Excellent.
  • Excellent
  • Useful information
  • Very basic
  • Very good

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We’re for you if you’re a fiduciary who:

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--  broadly diversifies a core of portfolios in low-expense funds and ETFs

--  strategically invests based on MPT

--  offers tax and financial planning advice

--  values thought leadership when bad news breaks 

--  likes the work of Fritz Meyer, Craig Israelsen, Bob Keebler or Andy Gluck

 

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