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Roth Conversions: Everything the Sophisticated Advisor Needs to Know



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Roth conversion are poised to be one of the hottest planning techniques in 2019. Join Bruce Steiner in his exclusive LISI webinar where he provides advisors with everything they need to know to operate in the technical but lucrative field.

Among the many topics Bruce will cover in his 90 minute presentation are the following:

  • The benefits of Roth conversions

  • When and how to convert

  • "Back Door" conversions

  • "Death Bed" conversions

  • Do conversation after age 70 1/2 make sense?

  • State income taxes

  • Taxation of trusts

  • Estate tax considerations

  • Creditor protection issues

  • Answers to all of your questions



    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*. *plus applicable sales tax (if any)

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

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Bruce Steiner has over 35 years of experience in the areas of taxation, estate planning, business succession planning and estate and trust administration. He is a frequent lecturer at continuing education programs for bar associations, CPAs and other professionals. He is a commentator for Leimberg Information Services, Inc., is a member of the editorial advisory board of Trusts & Estates, is a technical advisor for Ed Slott’s IRA Advisor, and has written numerous articles for Estate Planning, BNA Tax Management’s Estates, Gifts & Trusts Journal, Trusts & Estates, the Journal of Taxation, Probate & Property, TAXES, the CPA Journal, the CLU Journal and other professional journals. Bruce has been quoted in various publications including Forbes, The New York Times, Wall Street Journal, Daily Tax Report, Lawyers Weekly, Bloomberg’s Wealth Manager, Financial Planning, Kiplinger’s Retirement Report, Newsday, the New York Post, the Naples Daily News, Individual Investor, TheStreet.com, and Dow Jones (formerly CBS) Market Watch. Bruce has served on the professional advisory boards of several major charitable organizations and was named a New York Super Lawyer in 2010, 2011 and 2012 to every year since 2010.


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