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Advanced Estate Planning Conference 2012


Roth IRA Conversions & Recharacterizations


Jul 24, 2012 4:25pm ‐ Jul 24, 2012 5:15pm

Description

While many professional advisors know 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 clients.

This session will cover:

  • 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

Speaker(s):

  • Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA , Partner, Keebler and Associates, LLP
  • Scott K. Sprinkle, CPA/PFS, CGMA, CFP, Managing Member, Sprinkle & Associates LLC

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