Tax-Efficient Draw Down Strategies
Tools :
This chart from Bob Keebler covers key draw-down concepts, strategies, asset classes, and more in an easy-to-reference matrix.
Published on November 29, 2011
Guidance on Roth IRA Conversions
Guidance :
Take advantage of the many Roth IRA resources assembled here to assist in proper planning for your clients.
Published on May 10, 2011
2011 The Roth Conversion Decision
Tools :
This chart from Bob Keebler will walk you through whether your client should convert to a Roth IRA, as well as important tax, financial, estate and asset protection considerations.
Published on May 09, 2011
2011 The Health Care Surtax
Tools :
Informative chart from Bob Keebler on the 2011 Healthcare Surtax.
Published on May 09, 2011
Roth Quadrants Reference Chart
Tools :
This handy, informative chart from Bob Keebler covers 8 aspects of Roth IRAs.
Published on May 09, 2011
IRA Distribution Flowchart
Overview :
Bob Keebler has shared this flowchart with PFP members to highlight traditional IRA distribution considerations
Published on March 29, 2011
2010 Update to the Rebirth of Roth A CPAs Ultimate Guide for Client Care
Guide :
This important update to the original book will bring you up to date on current rules and regulations, critical topics, and how to implement Roth conversions and recharacterizations into your planning.
Published on March 14, 2011
Understanding Roth IRA Conversions PowerPoint Presentation
Article :
Use the general concepts in this client-oriented presentation by Robert Keebler to help your clients understand the importance of Roth IRA Conversions. Download the PowerPoint here.
Published on March 10, 2011
Rebirth of Roth
Article :
The Rebirth of Roth isa 200+page comprehensive guide designed to help the CPA financial planner stay up to date in today’s changed legal and economic environmentas well ascurrent rules and regulations, critical topics, and how to implement Roth conversions and recharacterizations into your planning.
Published on January 28, 2011
Conversion of 401(k), 403(b) and 457(b) Plans to Roth Accounts
Article :
In a recent LISI posting on the Small Business Jobs and Credit Act of 2010, Bob Keebler expands the discussion to Conversion of 401(k), 403(b) and 457(b) Plans to Roth Accounts: Tax Free Benefits with ERISA Protection. This new provision creates wonderful opportunities to taxpayers by expanding the Roth conversion
Published on November 18, 2010