Get Your Clients
to Do Roth Conversions
There is a fast-closing window of opportunity to save your clients thousands in taxes. With income tax increases looming in 2013 - - including the 3.8% Medicare Surtax - - this is the time, before the end of the year, to do Roth conversions and take advantage of what may be the lowest tax rates for many years!
And you shouldn’t wait much longer. You need to do these conversions right NOW, to be sure that IRA custodians will be able to process your clients’ conversions before the coming deluge of paperwork as we approach December 31!
Learn what you “need to know” about last-minute 2012 Roth conversions by joining us and nationally renowned CPA and IRA expert, Robert S. Keebler, for a very timely discussion entitled, “Last-Minute Roth Conversion Planning for 2012”.
On this special 60-minute program, Bob will be discussing:
- Reasons to convert to a Roth IRA
- Taxation of Roth IRA conversions
- Taxation of Roth IRA distributions
- Mathematics of Roth IRA conversions
- Roth IRA Segregation Conversion Strategy
- Estate tax considerations
- And much more!