Webinars With Industry Experts

Roth IRAs Transformed By New Tax Rules & Low Rates

Optimizing retirement income for clients requires a fiduciary to understand taxation of Roth IRAs, but the landscape has been drastically altered by last year's revision to the U.S. Tax Code and unprecedented low-interest rates, a condition that may last decades.

Meanwhile, U.S. demographics are driving demand for objective retirement income planning advice, making knowledge about Roth IRA conversion and recharacterization a key area of specialization. Failure to understand the after-tax math of Roth IRAs can also lead to advising clients to make disastrous retirement income decisions -- raising the stakes for clients as well as for a professional's liability.

In the current environment, this knowledge is absolutely essential because the historically low rates following the Tax Cuts and Jobs Act present a significant opportunity.

At this session, Robert Keebler will cover the following topics:

• 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


Robert Keebler, CPA/PFS, the quintessential financial planning practitioner, earned an average rating of more than 4.8 stars (out of five) from A4A members in his last 12 monthly sessions. Bob, who has taught legal and accounting professionals about taxation of individuals for three decades, presents slides for 50 minutes and then answer questions.


To collaborate deeply with Bob, subscribe to a free trial of our client education platform.

Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA, is a partner at Keebler & Associates. Bob has been named by CPA Magazine as one of the Top 100 Most Influential Practitioners and one of the Top 40 Tax Advisors to Know During a Recession. His three-decades as an educator of tax professionals makes him a once-in-a generation figure in the leadership of the accounting profession. Keebler's ideas are often presented in email newsletters, videos, and social content for advisor clients from Advisor Products.

This webinar is eligible for one hour of CE credit towards the CIMA® and CPWA® certifications, IRS EA CE, CFP® CE, PACE credit toward the CLU® and ChFC® designations and live CPA CPE credit.

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