Webinars
Event
- Category:
- Financial Advisor Webinar Series
- Title:
- Roth IRA Conversion Techniques
- Presenter:
- Bob Keebler
- Company:
- Baker Tilly Virchow Krause, LLP
- When:
- February 5, 2010 4:00 PM EST
- Slides:
- You must be registered and logged into download the slides
- Replay:
- You must be registered and logged into view this replay
- CE Credit:
- Yes
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4.7 (160) |
Description
With income restrictions on converting to a Roth IRA now lifted, advisors must be prepared to answer complicated questions about conversion.
In this webinar, Robert S. Keebler, author of more than 75 technical articles and books about retirement and estate planning, explains what practitioners must know about Roth IRA conversion.
- Seven reasons to convert to a Roth IRA
- Math "mechanics" behind Roth conversions
- Tactical considerations and "re-characterization"
- Conversion timelines
- Employing a segregated conversion strategy
Robert S. Keebler, CPA, MST, DEP is a partner with Virchow, Krause & Company, LLP and chair of the Virchow, Krause Estate and Financial Planning Group. A 2007 recipient of the prestigious Accredited Estate Planners award from the National Association of Estate Planners & Councils, Keebler has been named by CPA Magazine as one of the "Top 100 Most Influential Practitioners in the United States." He is a featured columnist for CCH's Taxes Magazine and one of the nation’s foremost educators of financial professionals.
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Average user rating from: 160 user(s)
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Great review
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0 of 0 people found the following review helpful
I thought the presentation was very informative.
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Good presentation and great resource
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0 of 0 people found the following review helpful
I always learn a great deal from Bob Keebler.
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Excellent presentaion!
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0 of 0 people found the following review helpful
Bob's presentation was very thorough. It forced me to consider many other factors when giving advice about a Roth IRA conversion.
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Excellent presentation
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0 of 0 people found the following review helpful
I have followed Bob's work for many years. He clearly knows his business. Well worth the time to listen to this webinar.
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0 of 0 people found the following review helpful
Goog topic and good presentation - thanks!
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Reviewed by CalFebruary 05, 2010 Top 1000 Reviewer View all my reviews Report this review |
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