Podcast: Roth IRA Basics

September 21, 2018


Under the Tax Cuts and Jobs Act, Roth IRAs are still a smart retirement savings strategy for many despite the new law’s repeal of Roth recharacterizations. In this video podcast, Bob Keebler, CPA/PFS covers the basics, including:

  • General concepts
  • Taxation of Roth IRA distribution
  • Mathematics and taxation of Roth IRA conversions
  • Estate tax considerations and more

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The episode is brought to you by the AICPA’s Personal Financial Planning Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Visit us online at aicpa.org/pfp to join our community and gain access to valuable member-only benefits.