What's New (A Lot!), New Laws, and New Ideas For Retirement and Distribution Planning for 2021 and Beyond
What's New (A Lot!), New Laws, and New Ideas for Retirement and Distribution Planning For 2021 and Beyond
This year there are many new things to talk and learn about – new laws, new rules, new ideas and strategies, and new problems as well. Mr. Witman is going to present on the new laws and what we as professionals need to know and understand – but far more importantly he is going to present some new planning ideas – ideas that we can go out, use, and provide benefit for our clients right now! What about the Back-Door Roth IRA? What are the pros and the cons. What about losing the stretch out? What about using trusts with retirement plan assets? What can we do for our clients right now? Come hear from the best of the best – the expert’s expert! Now, more than ever before, we have to know, understand, and talk to our clients about retirement and distribution planning.
Mr. Witman is a nationally known lecturer, author, and expert in Retirement and Distribution Planning, and Estate Planning. During this exciting session, Mr. Witman will cover what's new, what’s hot, and what’s not, Roth IRA’s, back-door Roth IRA’s, using trusts with Retirement Plan assets, and more. You will learn some new planning ideas that you may never have thought of. You will certainly hear great ideas that can help your clients – and help you! This will be a very interesting and informative event – one you don’t want to miss!