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Tactical and Strategic Roth Conversions in 2020 after the Secure Act (Latest Update) 2 Credits 2 Credits

Nov 25, 2020, 10:30 AM EDT

Tactical and Strategic Roth Conversions in 2020 after the Secure Act (Latest Update) 2 Credits 2 Credits

  • Robert Keebler

    CPA (US), CGMA, PFS

  • Rating

    4.6

  • Published on

    December, 1969

  • Subject Area

    Taxes

Learning mode

Live Webinar
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  • Get your certificate
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  • Answer the polling questions
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Nov 25, 2020, 10:30 AM EDT

Learning Objectives

  • To identify various Low value Roth conversions
  • Taking Advantage of the no RMD rule
  • Roth conversions equal to the forgiven RMD
  • Ways of Hedging Roth IRAs with Insurance
  • Tax-sensitive withdrawal strategies and many more.

Course Overview

Roth conversions have always had the potential to unlock hidden value. Today’s Market Conditions and the no RMD rule in 2020 are creating some unique opportunities. One emerging strategy is to trade your RMD amount for a Roth conversion.   This appears to be a promising opportunity for many clients.

Before Secure Act, it was perhaps simple nominal conversions to take advantage of a low-income year. However, the SECURE Act expands the impact of Roth conversions beyond a quantitative arbitrage game to a strategic estate planning set of issues that should be of interest to all lawyers, trust officers, insurance and financial advisors and CPAs. The paradigm shift from life expectancy distributions to a 10-year distribution is at its core a mathematical problem. Therefore, quantitative driven strategies can mitigate the impact of lost deferral and Roth conversions will be the primary tool for most families.

That’s why you will want to be sure to join us and nationally renowned CPA and IRA planning expert, Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA, for a brand-new program entitled, “Tactical and Strategic Roth Conversions in 2020”.

During this CPE webinar, Bob will cover the following issues:

  • Low value Roth conversions
  • Taking advantage of 2020’s no RMD rule
  • Roth conversions equal to the forgiven RMD
  • Critical Roth conversion concepts after the SECURE Act
  • Critical strategies by profession and objectives
  • Roth conversions for rate arbitrage compared to traditional IRAs to trusts
  • Over 10 reasons why clients should consider converting to a Roth IRA
  • Taxation of Roth IRA conversions and distributions
  • Easy to read conversion tables by common scenarios
  • How to use and analyze Roth conversion software
  • Mathematics of Roth IRA conversions
  • Timing of Roth IRA conversions to gain tax rate arbitrage
  • Estate tax considerations, including why a Roth conversion is much better when an estate tax exists
  • The SECURE Act’s 10-year payout rule and the high tax rates to follow
  • “Stretch” Roth IRAs for eligible designated beneficiaries
  • How to utilize Roth IRAs for clients with special needs and asset protection concerns
  • Utilizing Roth IRAs to fund long-term care strategies
  • Hedging Roth conversions with life insurance
  • Using insurance to preserve post-death “stretch-out”
  • Tax-sensitive withdrawal strategies
  • Why a conversion is a “Bet-to-Live” Strategy (and why insurance is a “Bet-to-Die” Strategy!)
  • Hedging Roth IRAs with Insurance
  • Plus, you will also receive easy-to-follow charts, graphs and tables that you can use with your clients!

This is not a webinar designed to help only wealthy clients. The information you receive in this course will be helpful to advise the mass-affluent and you will receive practical tools that you can actually use right in your practice!

On Demand Credits for All Qualifications

Live Webinar Credits for All Qualifications

License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 2 CPE Approved
Federal Tax Update for Enrolled Agents (EA) (Approval No. GEHNZ-U-00165-20-O) 2 CE Approved
Annual Filing Season Program (AFSP) 2 CE Approved
Federal Tax Law Update for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-00177) 2 CE Approved
Personal Financial Specialist (PFS) 2 CPD Eligible
Federal Tax Related Matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-U-00165-20-O) 2 CE Approved
Certified Wealth Strategist (CWS) 2 CE Eligible
Trust and Estate Practitioners (TEP) 2 CPD Eligible
Certified Fiduciary and Investment Risk Specialist (CFIRS) 2 CE Eligible
Federal Tax Related Matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-U-00165-20-O) 2 CE Approved
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 2 CPE Approved
Federal Tax Update for Enrolled Agents (EA) (Approval No. GEHNZ-U-00165-20-O) 2 CE Approved
Annual Filing Season Program (AFSP) 2 CE Approved
Federal Tax Law Update for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-00177) 2 CE Approved
Personal Financial Specialist (PFS) 2 CPD Eligible
Federal Tax Related Matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-U-00165-20-O) 2 CE Approved
Certified Wealth Strategist (CWS) 2 CE Eligible
Trust and Estate Practitioners (TEP) 2 CPD Eligible
Certified Fiduciary and Investment Risk Specialist (CFIRS) 2 CE Eligible
Federal Tax Related Matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-U-00165-20-O) 2 CE Approved

Additional Information

Credits

2

Course Level

Basic

Instructional Method

QAS Self Study

Group Internet Based

Pre-requisites

None

Advance Preparation

None

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MY-CPE LLC, in accordance with the standards set forth in Circular 230 section 10.6, grants Continuing Education (CE) credits based on a 50-minute hour. MY-CPE LLC is approved by the California Tax Education Council (CTEC) (Provider Number – 6273) to offer continuing education courses that count towards the annual continuing education requirement for CTEC Registered Tax Preparers. Additional information regarding registration as a tax preparer can be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, toll-free at (877) 850-2832, or by visiting www.ctec.org.

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MY-CPE LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.com.

About Instructor

Enhance Your Accounting Skills with Robert's CE/CPE Webinars

Robert Keebler , CPA (US), CGMA, PFS

Partner, Keebler & Associates LLP

  • 4.5
  • rating
  • rating
  • rating
  • rating
  • rating

Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA is a partner with Keebler & Associates, LLP and the current chairman of the AICPA Advanced Estate Planning Conference. In 2007 he was inducted into the Estate Planning Hall of Fame of National Association of Estate Planners & Councils. He has also been named by CPA Magazine as one of the Top 100 Most Influential Practitioners in the United States and one of the Top 40 Tax Advisors to Know During a Recession. His practice includes family wealth transfer and preservation planning, charitable giving, retirement distribution planning, and estate administration. 


Mr. Keebler frequently represents clients before the National Office of the Internal Revenue Service (IRS) in the private letter ruling process and in estate, gift and income tax examinations and appeals, and he has received more than 200 favorable private letter rulings including several key rulings of “first impression”. He is the author of over 100 articles and columns and is the editor, author or co-author of many books and treatises on wealth transfer and taxation. Mr. Keebler has been a speaker at national estate planning and tax seminars for over 20 years including the AICPA’s: Estate Planning, High Income, Advanced Financial Planning Conferences, ABA Conferences, NAPEC Conferences, The Notre Dame Estate Planning Conference and the Heckerling Estate Planning Institute.


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Self Study QAS (Quality Assurance Service) is a NASBA and other regulatory bodies approved program designed for Professionals to complete their Continuing Professional Education credits through self-paced, interactive courses that meet the highest standards of quality and compliance. We are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.

How do I earn CPE credits through self-study?

To earn CPE credits, you must complete the self-study course, pass the required assessments, and submit the necessary documentation. Credits are awarded based on the completion of course hours and successfully passing the assessments.

Are the self-study courses approved by NASBA and other regulatory bodies?

Yes, all our self-study courses are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the rigorous standards for quality and educational content set by these organizations.

What are the requirements to maintain compliance with self-study courses?

To maintain compliance, you must follow the guidelines set by NASBA and other regulatory bodies, which include completing the course within the specified timeframe, passing the assessments, and keeping accurate records of your learning activities.

How can I access my course completion certificates?

After successfully completing a self-study course and passing the assessments, you can access and download your course completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.

How are credits reported to governing bodies?

We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.

Live Webinar FAQs

What is a Live Webinar Group Internet-Based Credit?

A Live Webinar Group Internet-Based Credit is an interactive, real-time online seminar where professionals can earn Continuing Education credits by participating in live sessions led by experts in various fields. These sessions meet the standards set by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.

How do I earn credits through live webinars?

To earn credits, you must attend the entire live webinar, actively participate in any polls or questions, and complete any required evaluations or assessments. Credits are awarded based on your attendance and participation in the live session.

Are the live webinars approved by NASBA and other regulatory bodies?

Yes, all our live webinars are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the high standards for quality, interactivity, and educational content set by these organizations.

What are the requirements to maintain compliance with live webinar courses?

To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.

How can I access my webinar completion certificates?

After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.

How are credits reported to governing bodies?

We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.

Reviews and Ratings

out of 5

Excellent (60%)

Very Good (28%)

Average (5%)

Poor

Terrible (7%)

KM

Kelsey Mason, CPA (US)

5

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)

5

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

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