Summary: Guest(s): Robert Keebler, CPA/PFSCategory: TechnicalImplementing Roth conversions by asset class is an increasingly popular planning strategy. Bob Keebler shares how this strategy works and situations where it would be an effective strategy for clients.Access the related resources from this podcast: Toolkit: Impact of Tax Reform on Planning The Roth Conversion Decision Chart 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 www.aicpa.org/pfp to join our community and gain access to valuable member-only benefits.Don’t miss an episode – subscribe to our podcast series on iTunes! And leave us a review so we can continue bringing valuable and relevant content to you.
