Advanced Roth Business-Building Strategies | Lord Abbett
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Financial Advisor Education

Advanced Roth Strategies: A Vehicle for Tax Efficient Planning

 

Retirement accounts are booming!

U.S. retirement assets stand at more than $33 trillion, with $17.8 trillion* invested in IRAs and 401(k) plans alone.

We believe there are tremendous opportunities for financial advisors who stay up-to-date on the latest rules governing tax-advantaged retirement accounts, understand the pitfalls, and leverage advanced and actionable Roth IRA and 401(k) strategies. In addition to those opportunities, this interactive seminar will cover the latest retirement-related proposals coming out of Washington and highlight additional retirement legislation, 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 high-net-worth investors with the latest strategies in IRA, 401(k) and Roth contribution, distribution, and conversion.

KEY TOPICS DISCUSSED

  • What’s new?
  • 2021 Regulatory and Legislative Outlook
  • Roth Conversions (pros, cons, traps)
  • Back Door Roth
  • Supersize your Roth
  • Your questions!

*Source: Investment Company Institute (ICI), December 31, 2019. 

CE CREDITS

  • IMCA
  • CFP
  • PACE

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