Podcast: Roth IRA Basics
September 21, 2018
Under the Tax Cuts and Jobs Act, Roth IRAs are still a smart retirement savings strategy for many despite the new law’s repeal of Roth recharacterizations. In this video podcast, Bob Keebler, CPA/PFS covers the basics, including:
- General concepts
- Taxation of Roth IRA distribution
- Mathematics and taxation of Roth IRA conversions
- Estate tax considerations and more
Access the related resources from this podcast:
- Presentational material
- Guidance on Planning with Roth IRAs, including charts from Bob Keebler, including Roth Quadrants, The Roth Conversion Decision, and Roth IRA Distribution Planning
- The CPA’s Guide to Practical Retirement Planning
The 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. Visit us online at aicpa.org/pfp to join our community and gain access to valuable member-only benefits.
