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: - Mathematical "mechanics" behind Roth IRA conversions - Tactical considerations - Roth IRA Segregated Conversion Strategy
CPA/PFS, MST, AEP (Distinguished), CGMA ,
Keebler and Associates, LLP
Credits: None available.
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