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Cpece webinars
Tactical and Strategic Roth Conversions in 2020


Cost $20.00
Presentation Length 2.0 hours

Recorded DateDecember 3, 2020
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes
Course LevelBasic
Course Description

Roth conversions have always had the potential to unlock hidden value. Today’s Market Conditions and the no RMD rule in 2020 are creating some unique opportunities. One emerging strategy is to trade your RMD amount for a Roth conversion.  This appears to be a promising opportunity for many clients.

Before Secure, it was perhaps simple nominal conversions to take advantage of a low-income year. However, the SECURE Act expands the impact of Roth conversions beyond a quantitative arbitrage game to a strategic estate planning set of issues that should be of interest to all lawyers, trust officers, insurance and financial advisors, and CPAs. The paradigm shift from life expectancy distributions to a 10-year distribution is at its core a mathematical problem. Therefore, quantitative driven strategies can mitigate the impact of lost deferral, and Roth conversions will be the primary tool for most families.

IMPORTANT NOTE: This is not a class designed to help wealthy clients, but instead will provide advice for the mass-affluent. The webinar materials will include easy-to-follow flowcharts, graphs, and tables.

Learning Objectives:

  • Identify low-value Roth conversions & how to take advantage of the no RMD rule

  • Determine how to make Roth conversions equal to the forgiven RMD & critical Roth conversion concepts after SECURE

  • Identify critical strategies by profession and objectives

  • Identify over ten reasons to convert to a Roth IRA

  • Identify easy to read conversion tables by common scenarios

  • Determine how to use and analyze conversion software & the mathematics of Roth IRA conversions

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Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA is a partner with Keebler & Associates, LLP, and the current chairman of the AICPA Advanced Estate Planning Conference. In 2007 he was inducted into the Estate Planning Hall of Fame of the National Association of Estate Planners & Councils. CPA Magazine has also named him 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. His practice includes family wealth transfer and preservation planning, charitable giving, retirement distribution planning, and estate administration. 

Mr. Keebler frequently represents clients before the National Office of the Internal Revenue Service (IRS) in the private letter ruling process and estate, gift, and income tax examinations and appeals. He has received more than 200 favorable private letter rulings, including several key rulings of “first impression.” 

He is the author of over 100 articles and columns and is the editor, author, or co-author of many books and treatises on wealth transfer and taxation. Mr. Keebler has been a speaker at national estate planning and tax seminars for over 20 years, including the AICPA’s: Estate Planning, High Income, Advanced Financial Planning Conferences, ABA Conferences, NAPEC Conferences, The Notre Dame Estate Planning Conference, and the Heckerling Estate Planning Institute.

About Our Presenter

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At Keebler & Associates, we are nationally recognized tax professionals in family wealth transfer, estates and retirement distribution planning. We provide tax and estate planning to high net worth individuals and families and educate financial, tax and estate professionals on cutting edge tax strategies.