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Tactical and Strategic Roth Conversions in 2021

TACTICAL AND STRATEGIC ROTH CONVERSIONS IN 2021

Cost $30.00
Presentation Length 2.0 hours

Recorded DateJuly 1, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes
Course LevelBasic
Course Description

Roth conversions have always had the potential to unlock hidden value. Today’s Market Conditions and the no-RMD rule in 2020 are creating some unique opportunities. One emerging strategy is to trade your RMD amount for a Roth conversion. This appears to be a promising opportunity for many clients.

Before the SECURE Act, it was perhaps simple nominal conversions to take advantage of a low-income year. However, the SECURE Act expands the impact of Roth conversions beyond a quantitative arbitrage game to a strategic estate planning set of issues that should be of interest to all lawyers, trust officers, insurance and financial advisors, and CPAs. The paradigm shift from life expectancy distributions to a 10-year distribution is at its core a mathematical problem. Therefore, quantitative-driven strategies can mitigate the impact of lost deferral, and Roth conversions will be the primary tool for most families.

IMPORTANT NOTE: This is not a class designed to help wealthy clients, but instead will provide advice for the mass-affluent. The webinar materials will include easy-to-follow flowcharts, graphs, and tables.

Learning Objectives:


  • Identify low-value Roth conversions & how to take advantage of the no RMD rule

  • Determine how to make Roth conversions equal to the forgiven RMD & critical Roth conversion concepts after SECURE

  • Identify critical strategies by profession and objectives

  • Identify over ten reasons to convert to a Roth IRA

  • Identify easy to read conversion tables by common scenarios

  • Determine how to use and analyze conversion software & the mathematics of Roth IRA conversions

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished) is a partner with Keebler & Associates, 
LLP and is a 2007 recipient of the prestigious Accredited Estate Planners (Distinguished) award 
from the National Association of Estate Planners & Councils.  He has been named by Forbes as 
one of the 2024 America’s Top 200 CPAs, by CPA Magazine as one of the Top 100 Most 
Influential Practitioners in the United States, and one of the Top 40 Tax Advisors to Know 
During a Recession.  His practice includes family wealth transfer and preservation planning, 
charitable giving, retirement distribution planning, and estate administration.  Mr. Keebler 
frequently represents clients before the National Office of the Internal Revenue Service (IRS) in 
the private letter ruling process and in estate, gift, and income tax examinations and appeals, 
and he has received more than 350 favorable private letter rulings including several key rulings 
of “first impression.”  He is the author of over 100 articles and columns and is the editor, author, 
or co-author of many books and treatises on wealth transfer and taxation.  Mr. Keebler has been 
a speaker at national estate planning and tax seminars for over 30 years including the AICPA’s: 
Estate Planning, High Income, Advanced Financial Planning Conferences, ABA Conferences, 
NAPEC Conferences, The Notre Dame Estate Planning Conference, and the Heckerling Estate 
Planning Institute. He also served as chair of the AICPA’s Advanced Estate Planning 
Conference from 2014-2020. Mr. Keebler received an award from CPAacademy for Top 
Presenter 2022.  This award honors those who are committed to the education of accounting 
professionals and shares their knowledge in an open and easily accessible format. He also 
received an award for Top Tax Educator of the Year for 2021-22 from myCPE for outstanding 
contributions in the field of tax education and exceptional dedication to the field. 

 

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About Our Presenter

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At Keebler & Associates, we are nationally recognized tax professionals in family wealth transfer, estates and retirement distribution planning. We provide tax and estate planning to high net worth individuals and families and educate financial, tax and estate professionals on cutting edge tax strategies.