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Hoyt Holds Roth IRA Conversion Webinar Today

Hoyt Christopher R. Hoyt (Missouri-Kansas City) is participating in a live webinar today at 2:00 p.m. EST on Roth IRA Conversions — The Critical Issues:

For the first time since the 1998 introduction of the Roth IRA, the playing field has opened up and the restrictions once limiting Roth IRA conversions to taxpayers with modified adjusted gross income (MAGI) under $100,000 have been lifted. Clients who were previously ineligible to convert will begin looking to their trusted advisors to counsel them regarding the potential benefits of a Roth IRA conversion. … This webinar will cover a number of conversion topics, including:

  • Who should convert to a Roth IRA and who should not
  • Recharacterizations
  • Asset protection concerns
  • Beneficiary designation forms
  • Post-death, tax-free Roth distributions

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