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Tactical and Strategic Roth Conversions in 2020 after the Secure Act (Latest Update)

Ratings and Review

4.6

125 Ratings

Excellent

75

Very Good

35

Average

6

Poor

0

Terrible

9

KM

Kelsey Mason, CPA (US)

Jun 5th, 2021

Very good lecture! It is applicable to my personal and professional life. Great content, and it was broken down in and easy-to-understand format. I look forward to learning more about these topics. Truly can't say enough good things about this presentation.

DL

Davis Le, CPA (US)

Jan 27th, 2021

Very interesting how many options there are. This is definitely a strong planning opportunity

KM

Kenneth Mann, CPA (US)

Dec 15th, 2020

Bob Keebler was terrific. Explained the issues in a way that really sinks in.

BS

Barbara Said, CPA (US)

Nov 22nd, 2021

It was a really good class to understand IRA investing/tax implications

WD

William Deloach, EA

Dec 15th, 2020

VERY EFFECTIVE SPEAKER AND MATERIAL

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