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How to Evaluate a 2021 Roth Conversion with Ed Slott


Cost Free
Presentation Length 1.0 hour

Recorded DateMay 26, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes
Course LevelBasic
Course Description

Tax rates are still at an all-time low, but there are serious concerns about future tax increases that can erode clients’ retirement savings value. Clients will need advisors to help them protect their retirement savings for the future. Roth conversions are a powerful way to do this. 

In this program, America’s IRA Expert Ed Slott, CPA, will take you through each step of the Roth conversion evaluation process. You will learn how to help clients make conversion decisions based on their own personal financial and family situation, including a detailed analysis of both the benefits and drawbacks of doing a Roth conversion, when not to convert, and most importantly, how to project the tax cost of a Roth conversion. This last step is critical because Roth conversions are permanent. Once they are done, the tax will be owed, so clients will need to know the tax bill to avoid unexpected tax time problems.

The Roth conversion decision can impact clients’ tax, retirement, and estate plans for years to come. That puts financial advisors and tax professionals in a unique position to add substantial value (some call it “tax alpha”) by having this Roth conversion conversation. Show your clients how to build tax-free retirement savings with the right Roth conversion decision!

Join this webinar to learn how to explain this to clients, so they understand what is at stake – and take action to update their plan with you.

Learning Objectives:

  • Determine how to use the Roth conversion evaluation to build your business

  • Identify clients that will benefit most from a Roth conversion

  • List some ways the SECURE Act has upended long-term Roth conversion planning

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Ed Slott, CPA

Ed Slott and Company
Founder and CEO
(800) 663-1340


Ed Slott is a nationally recognized IRA distribution expert, professional speaker, television personality, best-selling author, and president of Ed Slott and Company, LLC. He is known for his unparalleled ability to turn advanced tax strategies into understandable, actionable, and entertaining advice. He has been named “The Best Source for IRA Advice” by The Wall Street Journal, and USA Today wrote, “It would be tough to find anyone who knows more about IRAs than CPA Slott.”

Mr. Slott regularly presents on IRA and estate planning strategies at both consumer events and conferences for financial advisors, insurance professionals, CPAs, and attorneys. His client list has included leading financial membership organizations, such as FPA, NAPFA, Estate Planning Councils, and AICPA, as well as corporate financial firms Fidelity Investments, Nationwide Financial, New York Life, Jackson National, Transamerica, Met Life, Northwestern Mutual, Genworth Financial, LPL Financial, Advisors Excel and others coast-to-coast.

As president and founder of Ed Slott and Company, LLC, the nation’s leading source of accurate, timely IRA expertise and analysis to financial advisors, institutions, consumers, and media, he provides:

1. Advanced training to financial professionals to become knowledgeable recognized leaders in the retirement marketplace; and

2. Answers to retirement savers’ most essential questions, continually providing practical, easy-to-understand information on IRA, retirement, tax, and financial planning topics.

Mr. Slott is an accomplished author of many financial and retirement-focused books, including most recently Ed Slott’s Retirement Decisions Guide: 2020 Edition (IRAHelp, 2020) and Fund Your Future: A Tax-Smart Savings Plan in Your 20s and 30s (IRAHelp, 2020). He also hosts the popular website as a resource for financial professionals and consumers, where tens of thousands of readers follow the Slott Report blog.

As a thought leader in the retirement industry, Slott is often quoted in The New York Times, The Wall Street Journal, Forbes, USA Today, Kiplinger, Investor’s Business Daily, and numerous additional national magazines and financial publications. He provides a monthly Q&A column to AARP and is a contributing columnist and media resource to Financial Planning, Financial Advisor, and InvestmentNews magazines.

He has appeared on many national television and radio programs, including NBC, ABC, CBS, CNBC, CNN, FOX, FOXBusiness, NPR, and Bloomberg. Mr. Slott has raised more than $65 million for public television and is one of the top 5 pledge drivers of all time with his educational specials, including his most recent, “Retire Safe & Secure! with Ed Slott” (2020).

Mr. Slott is a past Chairman of the New York State Society of CPAs Estate Planning Committee and editor of the IRA planning section of the CPA Journal. He was named a 2020 InvestmentNews Innovator for his significant contribution to helping advisors improve client outcomes and tackle industry challenges. He is the recipient of the prestigious “Excellence in Estate Planning” and “Outstanding Service” awards presented by The Foundation for Accounting Education. He is a former board member of The Estate Planning Council of New York City and an Accredited Estate Planner (AEP) distinguished.
Ultimately, through all of these efforts combined, Mr. Slott has taught millions of Americans (and their financial professionals) how to get the most out of their retirement savings.

 “The Best Source of IRA Advice”
— The Wall Street Journal

About Our Presenter


America’s IRA Experts

Education is the only avenue to avoid the roadblocks set up by "Uncle Sam" — a man with deep pockets just waiting to collect more taxes and penalties associated with unreliable, inadequate planning.

Ed Slott and Company is the nation's leading source of accurate, timely IRA expertise and analysis to financial advisors, institution, consumers and media across the country. We neither sell nor endorse any particular financial product. We are an educational company working to:

  1. Train financial professionals on an individual and corporate level to become knowledgeable recognized leaders in the retirement marketplace; and
  2. Answer retirement savers’ most important questions and continually provide practical, applicable and easy-to-understand information on IRA, retirement, tax and financial planning topics