Game changing retirement proposals: What to do for clients now | PFP learning library webcast archive
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Game changing retirement proposals: What to do for clients now | PFP learning library webcast archive

10 months ago · 1 hour 0 min watch

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The Ways & Means bill would change the rules of the road as we’ve known them for doing Roth IRA conversions. It would also force distributions from so-called “MEGA” Roth IRAs, traditional IRAs as well 401k plans. The best way for advisors to get fully up to speed is to review proposals and discuss planning techniques to mitigate their impact should they become law. Bob will review the following points:

  • Proposals that would restrict the ability to do Roth contributions

Download the Handout: Game changing retirement proposals: What to do for clients now

File name: 20211117-game-changing

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