0       0

ENGAGE 2020


Roth IRA Conversions After the SECURE Act


Jun 9, 2020 7:00am ‐ Jun 9, 2020 7:50am

Description

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

Learning Objectives:
  • Understanding the basic Roth IRA contribution and distribution rules
  • Understanding the various factors which impact Roth IRA conversions
  • Understanding how the new SECURE Act will impact the need for more clients to consider Roth IRA conversions

Speaker(s):

Tags: EST
Category: Concurrent Session (Onsite and Online)

You must be logged in and own this session in order to post comments.

Print Certificate
Review Answers
Print Transcript
Completed on: token-completed_on
Review Answers
Please select the appropriate credit type:
/
test_id: 
credits: 
completed on: 
rendered in: 
* - Indicates answer is required.
token-content

token-speaker-name
token-index
token-content
token-index
token-content
token-index
token-content
token-index
token-content
token-index
token-content
token-index
token-content
/
/
token-index
token-content
token-index
token-content