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 June 04, 2013
Roth IRA Conversions - Opportunities in 2010
Article:
A client article from Forefield Advisor. Distribute this article to your clients as they determine whether a Roth conversion in 2010 is the right decision for them
Published on February 07, 2013
Roth IRA Distribution Flowchart
Tools:
Bob Keebler has shared this flowchart with PFP members to highlight Roth IRA distribution considerations.
Published on January 30, 2013
IRA Distribution Flowchart
Overview:
Bob Keebler has shared this flowchart with PFP members to highlight traditional IRA distribution considerations
Published on January 30, 2013
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 environments well as current rules and regulations, critical topics, and how to implement Roth conversions and recharacterizations into your planning.
Published on January 15, 2013
The Kitces Report Is the Safe Withdrawal Rate Sometimes Too Safe
Newsletter:
Michael Kitces takes a look at whether the safe withdrawal rate is too safe in this issue of The Kitces Report.
Published on December 27, 2012
The Kitces Report 20 Years of Safe Withdrawal Rate Research
Newsletter:
Michael Kitces takes a look at the last 20 years of safe withdrawal rate research in this issue of The Kitces Report.
Published on December 27, 2012
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 October 17, 2012
Roth Quadrants Reference Chart
Tools:
This handy, informative chart from Bob Keebler covers 8 aspects of Roth IRAs.
Published on October 17, 2012
2011 The Health Care Surtax
Tools:
Informative chart from Bob Keebler on the 2011 Healthcare Surtax.
Published on October 17, 2012
2012 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 October 17, 2012
Annuity Resources
Article:
Resources to help CPAs learn about annuities and how to implement them effectively as part of their clients' personal financial plans.
Published on August 15, 2012
2011 Health Care Surtax Chart - Letter
Article:
Informative chart from Bob Keebler on the Medicare Surtax. (Letter size)
Published on July 17, 2012
2011 Health Care Surtax Chart - Legal
Article:
Informative chart from Bob Keebler. (Legal size)
Published on July 17, 2012
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