The paradigm shift from life expectancy distributions to a 10-year distribution is at the core of the SECURE Act.
Therefore, quantitative driven strategies can mitigate the impact of lost deferral. These strategies include Roth conversions, IRA trusts, life insurance, and utilizing charitable remainder trusts.
This webinar is designed to provide advice for the mass-affluent, particularly those with more than 1Mil in retirement accounts.
At this webinar, presenter John Lau, CFP® and CPA will review the following:
o Explaining the Efficacy of Roth IRA Conversions and the True Drivers of Who Should and Should Not Convert
o Explaining a Thorough Understanding of the Deferral and Tax Rate Arbitrage
o IRA Conduit Trust v. Accumulation Trust
o The Good and Bad Math of Conduit Trusts after SECURE
o Explaining an Understanding of the Tax Rate Arbitrage of Spreading Income Across Trust Beneficiaries and Across Family Members
o Explaining the Income and Estate Tax-Free Benefits of IRA relocation (i.e., utilizing IRA distributions to Purchase Life Insurance)
o Explaining the Income and Estate Tax-Free Benefits of naming a Charitable Trust as IRA Beneficiary
This webinar is offered several times. Registration is required for any of our 3 sessions.
Monday, January 18th, 2021 @ 10:00AM PST
Wednesday, January 20th, 2021 @ 2:00PM PST
Friday, January 22nd, 2021 @ 4:30PM PST
Securities offered through Fortune Financial Services, Inc. Member FINRA/SIPC. LFS Wealth Advisors and Fortune Financial Services, Inc. are separate entities and are not affiliated. Additional information about LFS Wealth Advisors is available in its current disclosure documents, Form ADV, Form ADV Part 2A Brochure, and Form CRS. All are accessible online via the SEC's Investment Adviser Public Disclosure (IAPD) database at https://www.adviserinfo.sec.gov
, using SEC #801-113091.