Actionable Roth Business Building Strategies: A Vehicle for Tax Efficient Planning & Income
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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.

8/4/2020
When: Tuesday, August 4, 2020
11:00 AM - 12:00 PM
Where: Live Webinar
United States
Presenter: Brian Dobbis QKA, QPA, QPFC, TGPC, Director, Retirement Solutions @Lord Abbett
Contact: Kristin Prine
(303) 867-7185

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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:brian_dobbis.jpg

- What’s new
- 2020 Legislative Outlook
- Roth Conversions (pros, cons, and traps)
- Back Door Roth
- Supersize your Roth
- Mega Back Door Roth
- Advisor Action Plan
- Your questions!


Learning Outcome Statements:

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

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

FREE for FPA of Illinois Members

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