Actionable Roth Business Building Strategies: A Vehicle for Tax Efficient Planning & Income
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8/4/2020
When: Tuesday, August 4, 2020
12:00 PM
Where: United States


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Description:

 

Retirement accounts are booming! U.S. retirement assets stand at more than $32 trillion – with $17 trillion invested in IRAs and 401(k) plans alone.

This means we believe there will be tremendous opportunities for financial advisors who stay up to date on the latest tax rules governing tax-advantaged retirement accounts, understand the pitfalls, and leverage advanced and actionable Roth strategies.

Participants will learn how to implement Roth accounts (IRA and 401(k)) as a tool in comprehensive financial and tax planning. This seminar will also explore new advanced planning opportunities, tactical strategies for winning business while protecting existing assets, providing a roadmap for guiding and advising high-net-worth investors with the latest IRA, 401(k) and Roth contribution, distribution, and conversion strategies.

This informative seminar will also cover the latest retirement-related proposal coming out of Washington and highlight additional retirement topics and trends.

 

Speaker:

 

Brian Dobbis, QKA, QPA, QPFC, TGPC
Director, Retirement Solutions
Lord Abbett
Brian Dobbis is responsible for managing Lord Abbett's IRA business. His areas of expertise include: IRAs, 401(k), 403(b), and 457 retirement plans.


Learning Objectives:

 

  1. Become familiar with how Roth accounts play a vital role in tax planning.
  2. Learn how to build your retirement nest egg through advanced Roth strategies (contributions, conversions).
  3.  Learn new IRS guidance pertaining to Retirement accounts and the effect on Roth accounts.


CE Information: Valid for one (1) CFP CE credit.

Cost: FREE to members of FPA Beta-test Chapters.





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