Roth Conversion Considerations; Robert Keebler

Robert Keebler
Thursday, April 14, 2022 4PM EST
CFP® Live CPA IWI IRS EA
Program Id: 632055675
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Roth Conversion Considerations; Robert Keebler
Roth conversions have always had the potential to unlock hidden value.  However, 2022 may be an especially effective year to consider a conversion as many marginal tax rate increases seem to be clearly on the horizon along with significant changes to conversion and accumulation rules. Should there be substantial market volatility the timing may be near perfect.

Moreover, the SECURE Act expands the impact of Roth conversions beyond a quantitative arbitrage game to a strategic estate planning issue. The shift from life expectancy distributions to a 10-year distribution is at its core a mathematical problem. Therefore, quantitative driven strategies can mitigate the impact of lost deferral and Roth conversions will be the primary tool for most families. Topics covered in this class include:  
 
● Critical Roth conversion concepts after SECURE
● 10+ Reasons to convert to a Roth IRA
● Taxation of Roth IRA conversions and distributions
● Mathematics of Roth IRA conversions
● Hedging Roth conversions with life insurance
● Using insurance to preserve post-death “stretch-out”
 
 
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. With three-decades as an educator of tax professionals, Bob a thought leader on personal taxation.
 

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

 


More than 50 hours of CFP® CE credit and more than 100 hours of Investments & Wealth Institute® credit on replays available 24/7 to paying members ($120 annually) of
Advisors4Advisors.com. CPAs are eligible to receive CPE for attending live webinars only. To learn how to receive continuing professional education credit viewing webinar replays, please see our detailed instructions.

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excellent and useful content

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Every time I listen to Bob, I continue to get a better understanding!

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