Hosted by Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA
Roth conversions are powerful, but only when executed and communicated correctly. Learn how to develop, model, and present multi-year conversion strategies that resonate with clients.
Key Takeaways:
1) Roth conversion timing matrix
2) Medicare thresholds and IRMAA considerations
3) Tax bracket smoothing for high-income households
4) Working with the clients’ CPA
