If you have been contemplating a Roth conversion for yourself or for your clients, you will want to tune in to this PFP Section podcast episode to hear Steve Siegel’s case for doing this before the year ends. Steve discusses his top five reasons for doing a Roth conversion in 2021, including:

Potential limits on Roth conversions in the future
Proposals on elimination of the backdoor Roth
Likelihood of higher tax rates in the future
SECURE Act 10-year rule
Inherited IRA rule limits

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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.

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The case for making Roth conversions before year-end {PFP Section}

AICPA Personal Financial Planning (PFP)