Bob Keebler on Refining the Roth Strategy
from AICPA Insights Hosted by AICPA Insights
In this audio stream, Bob Keebler covers the new thinking as it relates to Roth planning given market volatility. Key considerations include: Opportunistic conversions (i.e., optimizing Roth segregation strategies, which focus on the volatility of the stock market); Hedging against increased tax rates; Tactical planning (i.e., net operating losses); and the annual Roth conversion strategy. Important to note is that conversions to Roth 401(k)s cannot be recharacterized.
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How long is this episode of AICPA Insights?
This episode is 18 minutes long.
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This episode was published on January 2, 2012.
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