The Rebirth of Roth: A CPA's Ultimate Guide for Client Care

Help your clients benefit from the opportunity to convert to Roth IRAs—regardless of their MAGI or filing status—with this comprehensive guide. Written by a nationally recognized expert in retirement, estate, and family wealth preservation, The Rebirth of Roth brings you up to date on current rules and regulations, then digs into critical topics such as

• Tax planning basics and strategies
• Client and beneficiary considerations
• Mathematics of IRA analysis
• The Roth Legacy Trust

This guide will reveal how important conversion to and recharacterization of Roth IRAs can be to accomplish a variety of financial planning goals and how to implement this planning. An accompanying CD-ROM includes an MP3 file with further guidance from the author, as well as a valuable PowerPoint file that you can use to create your own client presentations.

Make sure you’re the Roth IRA expert your clients turn to!

About the Author
Robert S. Keebler, CPA, MST, AEP (Distinguished) is a partner with Keebler & Associates, LLP. He is a 2007 recipient of the prestigious Accredited Estate Planners (Distinguished) award from the National Association of Estate Planning counsels. He was named by CPA Magazine as one of the “Top 100 Most Influential Practitioners in the United States” and one of the “Top 40 Tax Advisors to Know During a Recession.”

Praise for The Rebirth of Roth

“Back in 2006 Congress passed legislation opening the door for taxpayers with MAGI above $100,000 to convert traditional IRAs to Roth IRAs in 2010. Bob Keebler was one of the first people on the street talking about this issue and ever since that time he has been at the forefront, pointing out the significance of this provision and urging practitioners to counsel their clients. He truly is among the leading practitioners in this country when it comes to issues surrounding IRAs.”

— Sidney Kess, CPA