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Roth IRA Conversions
Are 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 2023  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 87-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.

  • Program Title: Strategic & Tactical Roth Conversions After the SECURE Act
  • Speaker:
  • Duration: 87 minutes

Purchase

Includes: PDF handout materials and MP3 audio recording of 86-minute program.  The PDF transcripts may be added for additional fee at checkout.

SKU RSK061223IDP

ABOUT THE SPEAKER

Robert S. Keebler

CPA/PFS, MST, AEP (Distinguished), CGMA
Robert S. Keebler

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.