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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.

Register

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

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 Dobbis 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)

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