Power Up Your Knowledge on Roth IRA Conversions

3-Part Webinar Series with Robert Keebler, CPA

Equity Trust Professional Network’s Three-Part Roth IRA Conversion Series, presented by Robert Keebler, will strengthen your understanding of the potential wealth-building opportunities brought on by the lifting of MAGI restrictions for Roth IRA conversions. You’ll learn the plain facts, the strategic and tactical options that should be considered, advanced insights on topics like the two-year “trap” and why you’ll need to re-examine client conversions in relation to the new health care law’s surtax on investment income.

Webinar 1
Maximizing Roth IRA Conversions: 8 Reasons to Convert

Discover eight reasons to convert to a Roth IRA and effective strategies to maximize conversion opportunities. In less than an hour you'll know the essential keys to successful Roth IRA conversions.

Highlights include:

• Eight Reasons Why to Convert to a Roth IRA
• Critical Decision Factors and Mathematical "Mechanics" Behind Roth IRA Conversions
• Tactical Considerations When Converting
• Roth IRA Conversion Timeline
• Winning Strategies including Roth IRA Segregated Conversion Strategy

Access this Webinar and the others through the Equity Trust Professionals Network!
(Must be a member. Not a member? Join Today)

Webinar 2
Advanced Roth IRA Conversion Issues

As the popularity of Roth IRA conversions grows, so has the number of complex situations surrounding those conversions. Not all conversions are straightforward. Join Bob Keebler as he provides a closer look at the advanced Roth IRA conversion issues facing professionals and their clients.

Highlights include:

• Recharacterizations
• The Two-Year "Trap"
• Estimating the Tax
• Asset Protection
• Postmortem Tax-Free Distributions

Access this Webinar and the others through the Equity Trust Professionals Network!
(Must be a member. Not a member? Join Today)

Webinar 3
Precision Tuning Roth Conversions

The 2010 Healthcare Reconciliation Bill tax provisions include a 3.8% surtax on investment income. This surtax, when combined with the expiration of the Bush Era tax cuts in December 2010, will move the highest marginal rate from 35% to 43.4%, an increase of 8.4%. Similar increases may also occur at the lower brackets. This requires CPAs and advisors to re-examine Roth conversions from 2010 through 2012 to help clients reduce exposure to the new surtax.

Highlights include:

• Mid-Year Update on Roth Conversions
• Fine Tuning Conversion Strategies
• Overview of the Healthcare Surtax and Understanding the “Surtax Bubble”
• Effective Strategies for Impacting Income and MAGI
• Roth IRA Conversion Tools

Access this Webinar and the others through the Equity Trust Professionals Network!
(Must be a member. Not a member? Join Today)

Disclaimer: Equity Trust is a passive custodian and does not provide tax, legal, or investment advice. It does not endorse or recommend any contributor, company, or specific investments. Any information communicated by Equity Trust Company is for educational purposes only and should not be construed as tax, legal, or investment advice. Whenever making an investment decision, please consult with your legal, tax, and accounting professionals.