The Roth Conversion Playbook: Turning Tax Strategies into Client Value

Jay Kautt, Vice President of Advanced Markets at Athene USA, joins us to share when a Roth conversion may make sense—and when it may not, the two separate Roth IRA five-year rules and how they can impact clients, Backdoor Roth IRA strategies and the application of the pro-rata rule, Roth conversion opportunities under current tax law, including OBBB considerations, Inherited Roth IRA distribution rules under the SECURE Act, Additional strategies involving 529-to-Roth transfers and mega backdoor Roth contributions. Don't miss this critical analysis of opportunity and value for your clients!