"Advanced Roth IRA Conversion Issues Every Professional Should Know"
Presented by Robert Keebler, CPA, MST, AEP
Partner, Baker Tilly
February 24, 2010 from 2:00 to 3:00 p.m. ET
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.
Topics to be addressed on the webinar include:
- Recharacterizations
- The 2 Year “Trap”
- Estimating the Tax
- Asset Protection
- Postmortem Tax-free Distributions
Access The Network to Register Now!
Join the Equity Trust Financial Network for CPAs, attorneys and financial professionals to get more details and sign-up for this exclusive webinar.
SPECIAL BONUS: If you join the network you can access a recording of a previous webinar from Bob Keebler titled: "Maximizing Roth IRA Conversions: 8 Reasons to Convert".
Build your business and establish yourself as a self-directed IRA and retirement plan expert when you access our educational programming and resources. Our Professional Financial Network and Online Resource Center puts you in touch with like-minded professionals.
Contact:
Ann Siford
Equity Trust Professional Network
440-323-5491 x255



