Nuances to be aware of with Roth conversion planning {PFP Section}

AICPA Personal Financial Planning (PFP)

English - August 04, 2023 04:00 - 11 minutes - 16.1 MB - ★★★★★ - 34 ratings
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If you have clients who are contemplating Roth conversions who may also want to take advantage of clean vehicle credits and ACA premium credits, make sure to run the numbers so that you minimize their tax bill. In this episode of the PFP Section podcast, Bob Keebler, CPA/PFS, interviews Martin James, CPA/PFS, so that you can learn more about these scenarios. They discuss:

· How the clean vehicle energy and ACA premium credits work

· How you can save your clients from missing out on thousands of dollars in clean energy vehicle credits

· What to think about with early retirees who want to pay the least amount of insurance premiums before Medicare kicks in

Access resources related to this podcast: Note: If you’re using a podcast app that does not hyperlink to the resources, visit https://pfplanning.libsyn.com/pfp to access show notes with direct links.

· The Adviser’s Guide to Financial & Estate Planning

· The Proactive Planning Toolkit

This 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. Also, by the CPA/PFS credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/pfp to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program.