ROTH Conversions Post 65

Taxpayers past 65 are arguably the taxpayers with the greatest need for tax planning. Many of them are now on a “Fixed Income” and need to be the best stewards of their finances. Under educated taxpayers coupled with financial advisors, who are aggressively converting traditional accounts to Roths, could create a potential tax hardship. This session is designed to improve the tax professional’s knowledge and communication with the client considering a Roth conversion.

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*Self-Study recording not available for NASBA CPE credit.

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