Roth conversions and the proposed SECURE Act {PFP Section}
Episode description
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?
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