New Tax Laws Create Unintended Benefits for Investors Who Act Quickly.
This retirement and estate planning workshop, includes both classic and new strategies to get the most out of your IRAs and retirement plans. The Rivers Club encourages your spouse or partner to attend free of charge # as the topics are not only critical for your and your clients’ financial well-being, but also for the long-term security of your family.*
Optimizing your Social Security and Roth IRA conversion planning can make a difference of over a million dollars. It could be even more with the new tax laws.
This presentation will qualify for 2 CPE credits and begins at 6:30 PM, lasting 1 hour 40 minutes. If you wish to order dinner, this will be served at 6:00PM.
Dinner Menu:
Chicken Scallopini—with mushrooms, peppers and Marsala wine sauce
Or
Miso Ginger Grilled Salmon with Thai curry carrot sauce
Or
Vegetable Strudel with Boursin cream sauce
All Choices include:
Caprese Salad consisting of field greens, fresh mozzarella, tomatoes and balsalmic vinaigrette
Flourless Chocolate cake with berries and whipped cream
Coffee service
TOPICS FOR THE WORKSHOP INCLUDE:
- How the new tax legislation creates opportunities and pitfalls for CPAs and their clients.
- The Best Retirement and Estate Plan for Married CPAs
- The peer-reviewed math behind Roth IRA conversions
- A true understanding of required minimum distributions while you are alive and after you are gone.
- Tax-free conversions of after-tax dollars in IRAs and retirement plans (a specialty topic).
- Maximizing your Social Security.
- The synergistic calculation of optimal Social Security and Roth IRA conversion strategies.
- One of my killer “secret strategies” that I rarely present but can have enormous benefits for your and your client’s family
#Note: This meeting is open to all. If you are not a member of the IMA and do not wish to purchase a meal, you may email a RSVP to tcabbott14@gmail with name and contact info.