Brian, a Retirement Analyst within Lord Abbett's Private Wealth Group, serves as the firm's IRA technical resource. He also manages Lord Abbett's 403(b) and 457 business channels.
Retirement Accounts are booming! U.S. retirement assets stand at close to $30 trillion—with $15.5 trillion invested in IRAs and 401(k) plans alone.
This means 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. The 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 as he discusses the following key topics:
APPROVED FOR 1 CFP CREDIT!
Copyright © 2019 Financial Planning Association of Rhode Island
2400 Post Road, Warwick, RI 02886