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Webinar

What the Tax Cuts and Jobs Act Means for Retirement and Educational Accounts

REPLAY

Thu Mar 08 16:15:00 EST 2018 | Thu Mar 08 16:15:00 EST 2018 - Thu Mar 08 17:15:00 EST 2018, EST

Late last year, Congress passed the Tax Cuts and Jobs Act (TCJA)—the first major tax overhaul in more than 30 years. This bill contains the most sweeping tax reform that taxpayers—both individual and corporate—have seen in decades.

Your clients will be looking to you to answer their questions about the TCJA and explain the nuances that can affect their retirement and educational accounts. You won’t want to miss this informative discussion.

Join Brian Dobbis as he covers the following key topics:

  • Tax reform impact on retirement and educational accounts
  • Business-building through retirement accounts
  • Managing Roth accounts post tax reform
  • "Back door" Roth and how to supersize your Roth

 

Click here to submit your questions in advance.

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