Program Overview
Do your clients understand the unique opportunities available in 2009 and 2010 for Roth IRAs? When market values are depressed, the benefit of potential income tax free growth is more significant than ever. Two key developments make it possible for investors to keep their money in a tax-free environment even longer:

• The suspension of the minimum distribution requirements for 2009, and
• The lifting of the $100,000 income limit in 2010 for Roth IRA conversions

These changes will allow many more taxpayers the opportunity to convert to a Roth IRA and will open up a flood gate of activity for professional advisors. Learn the basics of Roth IRAs and the factors that make them both a viable income and estate tax planning tool. Advisors will manage money for a longer period of time and experience more selling opportunities in a tax-favored environment.

By the end of the program you will know:

• Basic rules of Roth IRAs
• Taxation of Roth IRA distributions
• Seven reasons why to convert to a Roth IRA
• Mathematical "mechanics" behind Roth IRA conversions
• Tactical considerations
• Roth IRA conversion timeline
• Roth IRA Segregated Conversion Strategy

Featured Speaker:
Robert S. Keebler, CPA, MST, DEP is a partner with Virchow, Krause & Company, LLP and chair of the Virchow, Krause Estate and Financial Planning Group. He is a 2007 recipient of the prestigious Distinguished Estate Planners award from the National Association of Estate Planning counsels. From 2003 to 2006, Mr. Keebler has been named by CPA Magazine as one of the top 100 most influential practitioners in the United States.His practice includes family wealth transfer and preservation planning, charitable giving, retirement distribution planning, and estate administration. Mr. Keebler frequently represents clients before the IRS National Office in the private letter ruling process and in estate, gift and income tax examinations and appeals, and he has received more than 150 favorable private letter rulings including several key rulings of "first impression." He is the Editor-in-Chief of CCH's Journal of Retirement Planning and a member of CCH's Financial and Estate Planning Advisory Board. Mr. Keebler is the author of over 75 articles and columns and is the editor, author or co-author of many books and treatises on wealth transfer and taxation.

Educational Level: Intermediate