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  • Education Session: Actionable Roth Business-Building Strategies: A vehicle for efficient tax planning and income

Education Session: Actionable Roth Business-Building Strategies: A vehicle for efficient tax planning and income

  • 10/14/2020
  • 12:00 PM - 1:30 PM
  • Virtual

Registration

  • Guests are welcome
  • Guests are welcome. If this is your first visit, contact Jean Nagle (jeann@iiari.com) for a 50% discount code.

Registration is closed

The FPA of Rhode Island invites you to an education session:

Actionable Roth Business-Building Strategies: 

A vehicle for efficient tax planning and income


Presented by Brian Dobbis


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. 


Sponsored by Lord Abbett  

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:

 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!
  • No charge for FPA Members and Partners (must log in to register)
  • Non-members are welcome ($25 for first meeting, $50 for subsequent)

APPROVED FOR 1 CFP CREDIT!

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