2021 Year-End Focus: Retirement, Healthcare & Education Opportunities
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2021 Year-End Focus: Retirement, Healthcare & Education Opportunities


December 9, 2021 | 1:00 PM - 2:00 PM, EST

Earn 1 CFP CE Credit for your live attendance.*

Keeping up with the countless and everchanging rules, regulations, and new strategies of tax-advantaged accounts is an around-the-clock job. Given the uncertainties of the massive spending bill making its way through the legislative process, it’s critical to stay current on retirement rules, tax-laws legislation, and the overall regulatory environment. Lord Abbett is here to help.

Please join Brian Dobbis, Director of Retirement Solutions, as he reviews the legislative and regulatory developments impacting retirement, healthcare, and education accounts—and explains the resulting opportunities. He will sort through the maze of rules that apply to the Back-Door Roth, minimum required distributions, year-end planning strategies, and more.

Key topics to be discussed:

  • Back-Door Roth tips and traps
  • RMD tips and traps
  • New Inherited IRA rules
  • Qualified Charitable Distribution
  • Year-end planning
  • Looking ahead to 2022
  • Your questions!            


This is exclusively for institutional clients and financial advisors only (registered representatives of broker dealers or associated persons of Registered Investment Advisers) and for plan sponsors with not less than a 100 minimum plan participants. Not to be used with the public in any form.

*Only the participants of the live session on December 9, 2021 will receive continuing education credits. The replay of this webinar will not qualify for CE credit.


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