Technical Tips And Traps Of 2021 Roth IRA Conversions

CE Class Description: Technical Tips And Traps Of 2021 Roth IRA Conversions 
With tax rates still low and asset-price volatility high, Roth IRA conversions are a tax-saving tactic practitioners should be actively exploring with clients in 2021. However, conversions are fraught with technical traps that can trigger disastrous results if not managed correctly by practitioners. This class goes beyond the basics to teach advisors traps and tips as well as the math driving Roth IRA conversions, including:

• Required Minimum Distributions: 2020 vs 2021
• Secure Act’s impact
• Reasons to convert to a Roth IRA
• Taxation of Roth IRA conversions
• Taxation of Roth IRA distributions
• Mathematics of Roth IRA conversions
• Recharacterizations
• Estate tax considerations
• "Stretch" Roth IRAs
• Using insurance to preserve post-death "stretch-out"
• Tax-sensitive withdrawal strategies

Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA, is a partner at Keebler & Associates. Bob has been named by CPA Magazine as one of the Top 100 Most Influential Practitioners and one of the Top 40 Tax Advisors to Know During a Recession. His three-decades as an educator of tax professionals makes him a once-in-a generation figure in the leadership of the accounting profession.

This webinar is eligible for one hour of CE credit towards the CIMA® and CPWA® certifications, IRS EA CE, CFP® CE, PACE credit toward the CLU® and ChFC® designations, and live CPA CPE credit.