Advanced Planning With Roth IRAs

While many advisors know about the basic rules of Roth IRAs, understanding the tax and economic forces driving conversions presents a major opportunity in the low interest-rate environment that has followed the Tax Cuts and Jobs Act.

At this session, Robert Keebler will discuss:

• 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

Robert Keebler, CPA/PFS, earned an average rating of more than 4.8 out of five stars from A4A members in his last 12 monthly sessions. Bob, who has taught legal and accounting professionals about taxation of individuals for three decades, will speak for 50 minutes and then answer questions. Bob teaches at a fast-pace and questions are strongly encouraged.

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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. Keebler's ideas are often presented in email newsletters, videos, and social content for advisor clients from Advisor Products.

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.