The case for making Roth conversions before year-end {PFP Section}

American Institute of CPAs - Personal Financial Planning (PFP)

If you have been contemplating a Roth conversion for yourself or for your clients, you will want to tune in to this PFP Section podcast episode to hear Steve Siegel’s case for doing this before the year ends. Steve discusses his top five reasons for doing a Roth conversion in 2021, including:

• Potential limits on Roth conversions in the future
• Proposals on elimination of the backdoor Roth
• Likelihood of higher tax rates in the future
• SECURE Act 10-year rule
• Inherited IRA rule limits

Access resources related to this podcast: Note: If you’re using a podcast app that does not hyperlink to the resources, visit http://pfplanning.libsyn.com/ to access show notes with direct links.

• The Roth conversion decision chart
• The latest and greatest with Roth conversion planning
• The Adviser’s Guide to Financial & Estate Planning
• Register for our year-end planning webcast

This episode is brought to you by the AICPA’s Personal Financial Planning Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Also, by the CPA/PFS credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/pfp to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program.

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