Understanding the Roth Conversion Rules and When They Make Sense

By ASPPA Net Staff • March 03, 2016 • 0 Comments
In-plan Roth rollovers (IRRs) have been touted as the latest great tax-planning device for retirement. An upcoming ASPPA webcast will cover the intricacies involved in effecting an IRR.

In “Roth Conversions: Understanding the Rules and When They Make Sense,” a webcast to be held on Wednesday, March 16 from 2:00-3:40 p.m., William C. Grossman, ERPA, QPA Education Consultant with McKay Hochman Co., Inc., will discuss the rules for Roth conversions. He also will compare and contrast the alternative of a pre-tax IRA conversion to a Roth IRA, cover strategies such as contributing after-tax and converting to a Roth and discuss projections.

Attendees will gain the ability to:

  • summarize the pros and cons of using the after-tax source via an IRR to increase Roth contributions;

  • discuss administrative and reporting issues involved with IRRs and conversions to Roth IRAs; and

  • devise effective ways to discuss Roth conversions with plan sponsors.

For more information and to register for this webcast, click here. And for more information on other upcoming and on-demand webcasts, click here.