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Event Title - When To Convert A Client's IRA After The SECURE Act
Tuesday, December 08, 2020
1:00 PM - 2:30 PM Eastern Standard Time
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When To Convert A Client's IRA After the SECURE Act
This webinar will answer the question on many estate planner attorney's mind, when to convert a client's IRA to a Roth IRA after the SECURE Act. During this presentation presenters will also discuss:
Stop gap measures when you don't know the answers (i.e., IRS rulings that need to be made)
With what we know and what we don't know, how do we draft with uncertainty. What should the documents look like?
Attendees will leave this webinar with the confidence to provide peace of mind planning around the SECURE Act to your clients.
Robert Keebler CPA/PFS, MST, AEP (Distinguished), CGMA, Keebler and Associates, LLP and Hyman Darling, CELA, Fellow, CAP, NAELA Past President
Questions About This Event? Please Contact:
Dannie Larkin firstname.lastname@example.org 703-942-5711 Ext. 229
After registration is complete you will receive an email notification with instructions on how to join the Webinar. You may also access this information by signing in to the NAELA store and clicking LINK TO ORDERS.
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