Tax Diversified Drawdown Strategies
This session will show how various drawdown strategies of accumulated assets can lead to better outcomes from clients. Participants will analyze different ways to do Roth conversions, what to know when doing them, and how they make sense for certain clients. = Learn about cumulative tax savings over a client’s retirement duration and why those savings typically will increase the client’s probability of success.
Learning Objectives:
- Learn how Roth conversions, when done correctly, can really benefit the client in the long run.
- Determine different asset classes you can use to do a Roth conversation
- Understand what to look for when setting up a scheduled conversion over a specific period of time
This session is sponsored by Allianz Life Insurance Company of North America.
Thank you for attending!
