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About
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.

2 IRS CE/2 NASBA CPE*

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*Self-Study recording not available for NASBA CPE credit.
Price
$79.00
Language
English
Who can attend
Everyone
Dial-in available? (listen only)
Not available.
Agenda
  • Discuss the tax implications that a Roth conversion would have on a tax return.
  • Identify potential benefits for a Roth conversion.
  • Illuminate potential pitfalls of Roth conversions.
  • Build communication and planning tools to help educate taxpayers.

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