Roth Conversions after Tax Reform
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
· 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
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