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Roth IRA Conversions & Recharacterizations
Date
July 24, 2012
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:
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
Speakers
Partner, Keebler and Associates, LLP
Managing Member, Sprinkle & Associates LLC
Specialties
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