U.S. retirement assets stand at more than $42 trillion, with $24 trillion* invested in IRAs and 401(k) plans alone.
We believe there are tremendous opportunities for financial professionals who stay current on the latest rules governing tax-advantaged retirement accounts, understand the pitfalls, and leverage advanced and actionable Roth IRA and 401(k) strategies. In addition to those opportunities, this interactive seminar will cover several provisions included in the Secure Act 2.0 affecting Roth Accounts.
Please join Brian Dobbis as he discusses the following key topics:
- Roth five-year hold period
- Roth IRAs for Minors
- Roth account transfer rules
- Back-Door Roth IRA
- Mega-Back-Door Roth IRA
- Your Questions
*Source: Investment Company Institute; December 19, 2024 (assets as of September 30, 2024)