IRA Planning for Baby Boomers (Deep Dive Workshop with Jeff Levine)

10:00 AM - 1:00 PM
Americans currently hold over $30 trillion in retirement assets. As such, a sound understanding of the rules surrounding these accounts is an absolute must for any serious practitioner. Those who understand the ins and outs of IRA planning are poised to benefit from the wave of Baby Boomers that are, or soon will be, tapping into their retirement assets. Conversely, those without such knowledge risk losing relevance, or worse, making the costly and irrevocable mistakes that can derail clients’ plans.

Learning Objectives:
• Explore the surprisingly complex world of required minimum distributions
• Learn tips to help clients maximize the impact of a Roth conversion
• Gain an understanding of the post-death rules that apply to non-spouse beneficiaries, including trusts
• Develop strategies to help clients minimize the tax impacts of IRA distributions
• Analyze the various options available to sole spouse beneficiaries
Watch for all the details coming on NAPFA 2022 Events