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UID:243331imp
DTSTAMP:20260403T195139Z
DTSTART:20260925T150000Z
DTEND:20260925T170000Z
LOCATION: Your Desk
SUMMARY: Comprehensive Roth IRA Strategies Analysis WEBCAST
DESCRIPTION: There is a lot of buzz and rules of thumb about Roth strategies\, but very little discussion on what the fiduciary-level analysis methodology should be. This course will provide insights on creating and evaluating an analysis and recommendations with targeted vetting questions. Rules of thumb can sometimes be detrimental\, causing families to pay much more in taxes over their lifetimes than necessary. A very significant portion of the population is prevented from executing a straight-forward Roth Contribution due to the income restrictions. What was once a risky way to thwart that rule has now become accepted\, and many clients can benefit. These contributions should typically take precedence to saving to a brokerage/taxable account\, but there are some steps that need to be addressed to prevent unwanted taxation. In addition\, you'll learn about the mega-backdoor Roth. SECURE 2.0 includes many new rules\, and some of them address Roth IRA/401k.
CLASS:PUBLIC
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