Professional Advisors

"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

 

 

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