Learn how to analyze a client's cash flow and estimated taxes to implement more effective Roth conversion strategies.
6 Hours CE
Optimizing Roth Conversions For Tax-Efficient Implementation
6 Hours CE Credit (CFP, CPE, IWI, American College, and NASAA for IAR P&P*) *available to all course purchasers
Instructors
Michael Kitces, MSFS, MTAX, CFP, CLU, ChFC, RHU, REBC, CASL
Jeffrey Levine, CPA/PFS, CFP, CWS, MSA
Every year, countless individuals approach retirement with concerns about their financial security, seeking ways to optimize their savings and minimize potential tax burdens. The challenge is that managing tax liabilities through strategic Roth conversions can be complex due to evolving tax laws and unpredictable market conditions. However, effective Roth conversion strategies can significantly enhance a client's retirement funds when properly executed. By the end of this course, you will be able to:
- Navigate the intricate rules governing Roth conversions
- Optimize the timing and execution of Roth conversions
- Evaluate potential risks and leverage opportunities for tax optimization
- Guide clients in implementing Roth conversions to enhance their financial security in retirement
Who This Course Is Right For
This course complexity is based on a financial advisor with 1-5 years of experience in financial planning. The purpose is to have a course designed to bridge the gap between informational knowledge gained from the CFP certification and the practical application with clients. However, the content does cover a broad range of expertise and depth to keep even the most seasoned advisor engaged!
What You Get With Optimizing Roth Conversions For Tax-Efficient Implementation
6 Hours CE
Automatic reporting for CFP, IWI,
American College, and NASAA. Self-reporting for CPA CPE credits.
7 Modules
Over two hours of educational videos from our instructors Michael Kitces and Jeffrey Levine.
Kitces Certificate
Earn a Kitces Course Certificate
to add to your resume.
5 Real-World Case Studies
This course goes beyond just learning concepts to actually practicing them with real-world scenarios to become familiar and experienced before working with clients.
2 Interactive Capstones
Put your learning into practice with interactive capstones to enhance your practical understanding of Roth conversion strategies.
Self-Paced
Learn whenever it’s convenient for you and progress through the material at your convenience, ensuring a flexible learning experience that fits your schedule.
Advisors may receive a full refund for Kitces Courses within 45 days of purchase or prior to completing the course, whichever comes first.
Upon the completion of the course, you will be asked to take a course survey after which you will receive your certificate of completion. The course survey will allow Kitces to continue to serve you effectively. We can't do it without you, and we appreciate your survey participation.
Instructors
Michael Kitces, MSFS, MTAX, CFP, CLU, ChFC, RHU, REBC, CASL
Chief Financial Planning Nerd and Founder, Kitces.com
Head of Planning Strategy, Buckingham Wealth Partners
Michael Kitces is the founder and Chief Financial Planning Nerd at Kitces.com. He is also Head of Planning Strategy at Buckingham Wealth Partners, a turnkey wealth management services provider supporting thousands of independent financial advisors. In addition, he is a co-founder of the XY Planning Network, AdvicePay, fpPathfinder, and New Planner Recruiting.
Jeffrey Levine, CPA/PFS, CFP, CWS, MSA
Lead Financial Planning Nerd, Kitces.com
Chief Planning Officer, Buckingham Wealth Partners
Jeffrey Levine, Lead Financial Planning Nerd at Kitces.com, guides advisors through Form 1040 and its associated items and schedules. Interactive exercises reinforce the lessons from each module, moving advisors from comprehension to application. Jeffrey Levine is a nationally-recognized and award-winning financial advisor, speaker, and educator. He is the Lead Financial Planning Nerd at Kitces.com, home of the popular Nerd’s Eye View blog, and also serves as Chief Planning Officer, Buckingham Wealth Partners.
What Others Have Said About This Course
Pricing & Sign-Up Information
This Kitces Course is normally $397. Advicers who have joined the Kitces Members Section will be able to register at a discounted rate of $297. (Learn more about Premier Membership or how to obtain a Group Discount for multiple advisors in your firm).
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Not a Member? Buy Combo for discounts.
Kitces.com Premier Membership includes Kitces Course discounts, free monthly webinars, over 100 Hours of CE on-demand, CFP ethics, and more! - Access to our entire CE Quiz library on demand.
- Access to Exclusive Kitces-written CFP Ethics CE.
- Monthly Live Office Hours session with Michael and the Kitces Team to answer your questions.
- 2/Year New + All Archived Issues Of The Kitces Report.
- Access to Archives of All Educational Webinars.
- Unlimited Access to Members Section Resources including Charts and Spreadsheets.
- IAR reporting add-on (available at checkout).
100% Satisfaction Guarantee. Advisors may receive a full refund for Kitces Courses within 45 days of purchase, or prior to completing the course, whichever comes first. Advisors will have 180 days to complete the course. If the course is not completed within 180 days, the registration will expire and the advisor will need to pay to re-enroll for the course.
Premier Member Discounts
Kitces.com Premier Membership includes Kitces Course discounts, free monthly webinars, over 100 Hours of CE on-demand, CFP ethics, and more!
Group Discounts
Discounts are available for group enrollments. Additional discounts apply with a Kitces Premier Group Membership rates.
FAQS
General Questions
Who is the course designed for?
This course complexity is based on a financial advisor with 1-5 years of experience in financial planning. The purpose is to have a course designed to bridge the gap between informational knowledge gained from the CFP certification and the practical application with clients. However, the content does cover a broad range of expertise and depth to keep even the most seasoned advisor engaged!
How long will advisors have access to the course?
Advisors will have 180 days to complete the course. If the course is not completed within 180 days, the registration will expire and the advisor will need to pay to re-enroll for the course.
The content may be modified or deleted if no longer relevant or applicable when considering current industry standards, practices, or legal framework.
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I want to buy the course, but why do I have to make a Kitces Account?
Our courses are housed on a Learning Management System (LMS) that is connected to Kitces.com. To purchase any of our courses, you will need to first create a Kitces account to access the catalog of courses and complete your purchase. You can always return to your courses dashboard through the members section of Kitces.com.
I’m a Premier Member. How do I use the Premier coupon?
Visit the course page on Kitces.com and copy your members-only coupon code. Then when you go to our Learning Management System (LMS) and click “Get this course,” you'll be directed to the payment pop-up. When you get to the payment pop-up, click “Got a coupon?” and a field will appear for you to enter the Premier code.
I bought the course, but I don’t know how to sign in and get started.
Thanks for purchasing a Kitces Course! The course is housed in a Learning Management System (LMS) that is connected to your Kitces.com account. Login to your Kitces.com account, and from the Members section, click 'Kitces Courses' from the left navigation menu to access your courses.
CE Information
Are the courses CE-eligible? How is CE reported?
The courses are eligible for Continuing Education for CFP, CPE, and American College certifications, as well as most other relevant certifications. Kitces.com will report CE for CFP, IWI, and American College certifications weekly on your behalf. A completion certificate will be emailed to you so you can self-report CPE and other relevant CE.
Will I receive a certificate?
Yes. A completion certificate will be emailed to you for reporting purposes. You will be asked to complete a course survey, after which you will receive your certificate of completion. Completing the course survey will allow Kitces to continue to serve you effectively. We can't do it without you and appreciate your survey participation.
Where do I add my certification number information?
If you didn’t include your certification number information upon signing up for the course, no worries! You can add it easily after signing into your Learner portal and completing the following steps:
1. Hover your mouse over Learner in the top-right menu to see a dropdown appear
2. From the dropdown, select My Info
3. Update the certification fields shown and click Update User
Refunds
What is the refund policy?
Advisors may receive a full refund for Kitces Courses within 45 days of purchase or prior to completing the course, whichever comes first.
Ready to Purchase?
Questions? Email us at [email protected]
Login to Purchase
Not a Member? Buy Combo for discounts.
Kitces.com Premier Membership includes Kitces Course discounts, free monthly webinars, over 100 Hours of CE on-demand, CFP ethics, and more! - Access to our entire CE Quiz library on demand.
- Access to Exclusive Kitces-written CFP Ethics CE.
- Monthly Live Office Hours session with Michael and the Kitces Team to answer your questions.
- 2/Year New + All Archived Issues Of The Kitces Report.
- Access to Archives of All Educational Webinars.
- Unlimited Access to Members Section Resources including Charts and Spreadsheets.
- IAR reporting add-on (available at checkout).
