Synopsis
Help your clients benefit from the opportunity to convert to Roth IRAs -- regardless of their MAGI or filing status -- with this comprehensive guide. Written by a nationally recognized expert in retirement, estate, and family wealth preservation, The Rebirth of Roth brings you up to date on current rules and regulations, then digs into critical topics such as:
· Tax planning basics and strategies
· Client and beneficiary considerations
· Mathematics of IRA analysis
· The Roth Legacy Trust
This guide will reveal how important conversion to and recharacterization of Roth IRAs can be to accomplish a variety of financial planning goals, and it will show you how to implement this planning. An accompanying CD-ROM includes an MP3 file with further guidance from the author, as well as a valuable PowerPoint file that you can use to create your own client presentations.
Conversion to Roth IRAs became available to all on January 1, 2010. Make sure you're the expert your clients turn to!
About the Author
Robert S. Keebler, CPA, MST, AEP (Distinguished) is a partner with Baker Tilly Virchow Krause, LLP. He is a 2007 recipient of the prestigious Accredited Estate Planners (Distinguished) award from the National Association of Estate Planning counsels. Mr. Keebler was 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. Mr. Keebler is the past Editor-in-Chief of CCH's magazine, Journal of Retirement Planning, and a member of CCH's Financial and Estate Planning Advisory Board.
"synopsis" may belong to another edition of this title.
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The Rebirth of Roth : A CPA's Ultimate Guide for Client Care
Published by
American Institute of Certified Public Accountants, 2009
ISBN 10: 0870518534
ISBN 13: 9780870518539
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