The Latest and Greatest with Roth Conversion Planning | PFP learning library webcast archive
Resources
AICPA logo
Cart
searchSearch
search
burger
AICPA logo
  • Home
Resources

The Latest and Greatest with Roth Conversion Planning | PFP learning library webcast archive

8 months ago · 2 hour 1 min watch

SECTION

EXCLUSIVE

Roth conversions have always had the potential to unlock hidden value. However, 2021 may be an especially effective year to consider a conversion, since many expect market volatility and marginal tax rate increases to be, clearly, on the horizon.

Moreover, the SECURE Act expands the impact of Roth conversions beyond a quantitative arbitrage game to a strategic estate planning issue. The shift from life expectancy distributions to a 10-year distribution is at its core a mathematical problem. Therefore, quantitative driven

Download the Handout: The Latest and Greatest with Roth Conversion Planning

File name: 20210216-roth-conversion

Reserved for PFP Section members

Already a PFP Section member?

Log in with your AICPA account
 
Forgot email?
Forgot password?

Not a PFP Section member?

Discover the benefits of AICPA membership and Personal Financial Planning Section membership. To gain access to exclusive content, your first step is to join the AICPA.

Learn more

Related content