Actionable Roth Business Building Strategies: A Vehicle for Tax Efficient Planning and Income
Presented by Brian Dobbis & Lord Abbett
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. This informative seminar will also cover the latest retirement-related proposal coming out of Washington and highlight additional retirement topics and trends.
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.
Join Brian Dobbis as he discusses the following key topics:
- What's new
- 2020 Legislative Outlook
- Roth Conversations (pros, cons, and traps)
- Back Door Roth
- Supersize your Roth
- Mega Back Door Roth
- Advisor Action Plan
- Your Questions!