This Year is an Especially Effective Opportunity
for the Roth IRA Conversion!
What Every Estate Planner Needs to Know About
Roth Conversions in 2022
Roth IRA conversions have always had the potential to unlock hidden value. However, in 2022 it may be an especially effective year to consider a Roth IRA 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!
Furthermore, 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.
Be sure to tune into a special and timely presentation by nationally renowned CPA and IRA expert, Robert S. Keebler, CPA/MST, AEP (Distinguished), CGMA, entitled, “Key Planning for Roth Conversions in 2022”.
In this 88-minute presentation, Bob will cover the following:
- Over 10 reasons why your clients should be converting to a Roth IRA
- Low value Roth conversions
- Repaying coronavirus-related distributions to a Roth Account
- Critical Roth conversion concepts after SECURE Act
- 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, including why a Roth IRA conversion is much better when an estate tax exists
- Hedging Roth conversions with life insurance
- Using insurance to preserve post-death “stretch-out”
- And much more!
Your purchase includes an instantly downloadable video and audio recording and PDF handout materials. A PDF transcript is available as an add-on for an additional fee.
- Program Title: Key Planning for Roth Conversions in 2022
- Speaker: Robert S. Keebler
- Duration: 88 minutes
ABOUT THE SPEAKER
CPA/PFS, MST, AEP (Distinguished), CGMA
Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA is a partner with Keebler & Associates, LLP and is a 2007 recipient of the prestigious Accredited Estate Planners (Distinguished) award from the National Association of Estate Planning Counsels. He has been named by CPA Magazine as one of the Top 100 Most Influential Practitioners in the United States and one of the Top 40 Tax Advisors to Know During a Recession. Mr. Keebler is the past Editor-in-Chief of CCH’s magazine, Journal of Retirement Planning, and a member of CCH’s Financial and Estate Planning Advisory Board. His practice includes family wealth transfer…
IMPORTANT NOTICE REGARDING CE CREDIT
The Ultimate Estate Planner, Inc. and the presenter are not registered Continuing Education Sponsors and this program is not pre-approved for continuing education credit for any state or regulatory agency.
However, please note that each program includes a Certificate of Completion and, depending on the license and the regulatory agency for which governs a participant’s CE credit, some professionals may be able to self-report his or her participation and receive credit. It is the responsibility of the participant to complete any process necessary to seek self-reported CE credit for his or her participation. By registering for a teleconference (or purchasing on On-Demand program), you understand that CE credit is not guaranteed or warranted by the presenter or The Ultimate Estate Planner, Inc.