Understanding the Roth Conversion Rules and When They Make Sense
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
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