Avatar

Roth Conversions after Tax Reform



Watch Now!
Recording and Slides are Available Here


While many professional advisors know about the basic rules of Roth IRAs, they do not understand the economic/tax intricacies associated with them.  Unfortunately, the failure to understand the mathematical fundamentals of Roth IRAs can lead to making disastrous decisions.  However, with a good working knowledge of the quantitative “forces” which drive Roth IRA conversions, professional advisors will be able to give cogent, straightforward advice to their clients. 

During this session, we will discuss the following topics: 

·       General concepts

·       Reasons to convert to a Roth IRA

·       Taxation of Roth IRA conversions

·       Taxation of Roth IRA distributions

·       Mathematics of Roth IRA conversions

·       Recharacterizations

·       Estate tax considerations

·       “Stretch” Roth IRAs

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

·       Tax-sensitive withdrawal strategies 



There will be no CE for this webinar


For those who have a conflict with the date/time, The session will be recorded. Simply register and you will have unlimited access to the recording.

Although they are scheduled for a particular time and date - once purchased - they can be viewed at ANY TIME!.

If you are not a LISI member please use the Buy Now Button below to pay the non-member price of $149.

Registrant Email:

After you pay you will be sent a link with the registration information. Your webinar registration is designed for one individual user and groups up to 5 individuals. Sharing beyond this is not permitted. If you are interested in group access to our webinar content, please send an email to lisiwebinars@gmail.com

If you have any questions, please contact webinaradmin@leimbergservices.com

NOTE: To pay using a credit card, use the botton labeled
"Pay with Debit or Credit Card" after clicking the Buy Now button below.

If you are a LISI member, please login below to receive the member price of $129 for this webinar.

Forgot Password?

To become a LISI member Click Here

Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished) 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 Planners & Councils. 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 and preservation planning, charitable giving, retirement distribution planning, and estate administration. Mr. Keebler frequently represents clients before the National Office of the Internal Revenue Service (IRS) in the private letter ruling process and in estate, gift and income tax examinations and appeals. In the past 20 years, he has received over 250 favorable private letter rulings including several key rulings of """"first impression."""" Mr. Keebler is nationally recognized as an expert in estate and retirement planning and works collaboratively with other experts on academic reviews and papers, and client matters. Mr. Keebler is the author of over 75 articles and columns and editor, author, or co-author of many books and treatises on wealth transfer and taxation, including the Warren, Gorham & Lamont of RIA treatise Esperti, Peterson and Keebler/Irrevocable Trusts: Analysis with Forms. Mr. Keebler is the Chair of the AICPA's Advanced Estate Planning Conference. He is a featured columnist for CCH's Taxes Magazine - """"Family Tax Planning Forum,"""" Bob is also a contributing author to the American Bar Association's The ABA Practical Guide to Estate Planning. Robert.Keebler@KeeblerandAssociates.com


Avatar Avatar Avatar

Alan Gassman Michael Lehmann Brandon Ketron

November 30, 2020 3:00 PM ET - 4:30 PM ET ET

Time Sensitive Charitable Tax Opportunities: Technical Rules that Provide Solid Tax and Practical Opportunities for Taxpayers and their Charities and Family Members.

More Info
Avatar Avatar Avatar

Alan Gassman Jerry Hesch & Brandon Ketron

December 3, 2020 3:00PM ET - 4:30PM ET ET

PPP BORROWER TAX PLANNING---AVOIDING DISASTER AT THE INTERSECTION OF HWY 265 AND THE PPP EXPRESSWAY AFTER REVENUE RULING 2020-27 AND REVENUE PROCEDURE 2020-51 WHETHER AND WHEN TO DEDUCT, AND HOW TO HANDLE ASSOCIATED ISSUES

More Info
Avatar

Steve Siegel

December 3, 2020 1:00PM ET - 2:30PM ET ET

Last Minute Planning for 2020: Practical and Timely Suggestions

More Info
Avatar

Ed Slott

December 4, 2020 3:00PM ET - 4:30PM ET ET

‘Tis the Season for Gift Planning: Planning for lifetime transfers BEFORE Year-End 2020, A Special Rebroadcast

More Info
Avatar Avatar Avatar

Jerry Hesch, Alan Gassman and Brandon Ketron

December 04, 2020 1:00PM ET - 2:30PM ET

What The CRUT? Is It Time to Put One Up?

More Info
Avatar Avatar Avatar

Alan Gassman Michael Lehmann Brandon Ketron

December 04, 2020 11:00 AM ET - 12:30 PM ET

Time Sensitive Charitable Tax Opportunities: Technical Rules that Provide Solid Tax and Practical Opportunities for Taxpayers and their Charities and Family Members.

More Info
Avatar Avatar

Paul Hood Ed Morrow

December 10, 2020 1:00PM ET - 2:30PM ET

Can YOU BDIT? BDIT's and BDOT's..."The Beneficiary Defective Inheritor's Trust" and "The Beneficiary Deemed Owned Trust." What are they? How do they work? Concerns and Best Practices"

More Info
Avatar

Bob Keebler

December 11, 2020 3:00PM ET - 4:30PM ET

Mathematically Oriented Planning Techniques: How They are Quantified to Determine the Techniques Best Suited for a Particular Client

More Info
Avatar

Mark Merric

December 18, 2020 3:00PM ET - 4:30PM ET ET

Part 2: Mark Merric’s Asset Protection Trilogy

More Info
Avatar

Bob Keebler

December 31, 2020 3PM 4:30 pm ET ET

NEW PPP LOANS: Phase 4 Coronavirus Package – A First Look

More Info
Avatar

Eric Green

January 8, 2021 3:00PM ET - 4:30PM ET ET

Dealing with an IRS Exam: From Initial Contact to Closing Agreement

More Info
Avatar

Eric Green

January 14, 2021 3:00PM ET - 4:30PM ET ET

The IRS Collection Process: From Billing Notice to Offer-in-Compromise Acceptance Letter

More Info
Avatar

Eric Green

January 15, 2021 3:00PM ET - 4:30PM ET ET

Criminal Tax for Accountants

More Info
Avatar

Mark Merric

January 22, 2021 3:00PM ET - 4:30PM ET ET

Part 3: Mark Merric's Asset Protection Trilogy

More Info