No
Yes
View More
View Less
Working...
Close
OK
Cancel
Confirm
System Message
Delete
Schedule
An unknown error has occurred and your request could not be completed. Please contact support.
Scheduled
Wait Listed
Personal Calendar
Speaking
Conference Event
Meeting
Interest
There aren't any available sessions at this time.
Conflict Found
This session is already scheduled at another time. Would you like to...
Loading...
Please enter a maximum of {0} characters.
{0} remaining of {1} character maximum.
Please enter a maximum of {0} words.
{0} remaining of {1} word maximum.
must be 50 characters or less.
must be 40 characters or less.
Session Summary
We were unable to load the map image.
This has not yet been assigned to a map.
Search Catalog
Reply
Replies ()
Search
New Post
Microblog
Microblog Thread
Post Reply
Post
Your session timed out.
Meeting Summary
The session has been added to your schedule
The session has been removed from your schedule
 

Advanced Roth Planning: How to Squeeze More Juice Out of the Tax Lemon

Session Speakers
Session Description

Why attend:
Discover how to help your clients take full advantage of Roth IRA conversions to gain optimum tax benefits during retirement.

Session details:
Do your clients know what their tax rates will be when they need to access their retirement funds? That unknown poses a major risk for many retirees, but a Roth IRA conversion can help reduce and/or eliminate it. Gain an understanding of critical Roth conversion rules and advanced conversion strategies which you can use to help clients move as much money as possible from tax-deferred accounts to tax-free accounts at the lowest cost. Learn:

  • The merits of Roth conversions
  • How the Tax Cuts and Jobs Act affects Roth RIA conversion planning
  • How to distinguish between Roth IRAs and designated Roth accounts

 

For CPE Credits:

Learning Objectives:

  • The merits of Roth conversions
  • How the Tax Cuts and Jobs Act affects Roth RIA conversion planning
  • How to distinguish between Roth IRAs and designated Roth accounts

Prerequisite: None
Program Knowledge Level: Overview
Delivery Method: Live
Field of Study: Finance - Technical

Additional Information
CPE-1.5hrs, CIMA-1.5 hrs, CE-1.5 hrs
Pre-Conference Session
1h 15m
Session Schedule