Roth conversions and the proposed SECURE Act {PFP Section}

Guest(s): Bob Keebler, CPA/PFS

Category: Technical

In this episode, Bob Keebler, CPA/PFS discusses the SECURE Act and retirement planning strategies, including Roth conversions. He answers the questions:

• What are the relevant proposed provisions?
• Which clients would be impacted?
• What planning strategies and tactics will be effective?
• What is the advantage of Roth conversions under the proposed SECURE Act?

Access the related resources from this podcast:

• Impact of Tax Reform on Planning Toolkit

The episode is brought to you by the AICPA’s Personal Financial Planning Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Visit us online at https://www.aicpa.org/pfp to join our community and gain access to valuable member-only benefits.

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