2022 Roth Conversion Planning


January 21, 2022


Robert S. Keebler, CPA/PFS, MST, AEP

  3:00 PM ET | 02:00 PM CT | 12:00 PM PT | 100 Minutes

* Not able to attend the live session? We can arrange an on-demand session for You. Please call 1-‪814-892-0304


Roth conversions have always had the potential to unlock hidden value.  However, in 2022 may be an especially effective year to consider a conversion as many expect market volatility and marginal tax rate increases seem clearly on the horizon. 

Moreover, the SECURE Act expands the impact of Roth conversions beyond a quantitative arbitrage game to a strategic estate planning issue. The 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.

Session Highlights:

  • Dollar-cost averaged Roth conversions
  • Planning a series of Roth conversions over several years
  • Repaying coronavirus-related distributions to a Roth Account
  • Critical Roth conversion concepts after SECURE
  • 10+ Reasons to convert to a Roth IRA
  • Taxation of Roth IRA conversions and distributions
  • Mathematics of Roth IRA conversions
  • Why a Roth IRA is more estate tax efficient
  • Using life insurance to hedge Roth conversions and protect “inherited” IRAs by providing liquidity

Who Should Attend?

  • CFOs and Controllers
  • CPAs and Enrolled Agents
  • Accounts payable and Accounting Managers
  • Tax Attorneys and Other Tax Professionals

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