You know that converting dollars from a traditional IRA into a Roth IRA can be an incredibly effective tax technique for many retirees. Roth conversions can help clients manage tax obligations in the short-term while reducing overall taxes paid during retirement.
But it’s challenging to quantify how much should be converted and show the impact of the conversion on a retirement strategy.
Join financial planner Joe Elsasser, CFP® to learn how to;
- Why Roth conversions should be one of your go-to tax techniques.
- How to to find the right opportunity for a Roth conversion.
- How to quantify the lifetime value of a Roth conversion
This session is worth one CE credit for subscribers with the following designations: CFP, CLU, ChFC and RICP. And CPA subscribers will earn one CPE credit. And NAPFA members who subscribe will receive a completion certificate they can apply for NAPFA CE credits.
Field of Study: Specialized Knowledge
Prerequisites: There are no prerequisites for this session.
Advanced Preparation: None
Program Level: Basic
Delivery Method: Group Internet Based
NASBA Approved
Financial Experts Network (Sponsor Id#: 145173) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.