INSTANT DOWNLOAD: “Roth Conversions After the SECURE Act”

Roth IRA ConversionsAre Even More Appealing
Thanks to the SECURE Act!

Find out more about what planning opportunities
are available for your clients!

Roth conversions have always had the potential to unlock hidden value.  However, in 2024  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.

This is why you will want to tune into nationally renowned CPA and IRA expert, Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA, for a program entitled, “Strategic & Tactical Roth Conversions After the SECURE Act”.

During this 103-minute presentation, Bob will give you more in-depth discussion about how the SECURE Act impacts Roth IRA conversion planning for your clients, including the following:

• Low value Roth conversions
• Repaying coronavirus-related distributions to a Roth Account

• Critical Roth conversion concepts after SECURE
• 10+ Reasons to convert to a Roth IRA

• Taxation of Roth IRA conversions and distributions
• Easy-to-read conversion tables by common scenarios

• Mathematics of Roth IRA conversions
• Timing of Roth IRA conversions to gain tax rate arbitrage

• Estate tax considerations and why a Roth conversion is much better when an estate tax exists
• Hedging Roth conversions with life insurance

• Using insurance to preserve post-death “stretch-out”

Your purchase includes: Downloadable PDF handouts materials and MP3 audio recording. A PDF transcript may be added on for an additional fee during the checkout process.