Retirement Planning Strategies: Roth Conversions, Tax Model Impact, and More
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From: $119.00
Date: November 26th, 2024
Time: 1pmET | 12pm CT | 11am MT | 10am PT
Duration: 90 Minutes
Description:
This webinar will explore the risks, strategies, and opportunities retirees encounter in today’s evolving retirement landscape, with particular focus on the impact of changing tax laws. Participants will gain a comprehensive understanding of various retirement accounts, including contributions, conversions, and the rules governing these strategies. The session will also delve into the different tax models and highlight how shifting legislation can affect retirees and their families.
Learning Objectives:
Assess the risks and benefits of Roth conversions
Explore different retirement plans and scenarios to determine the most suitable strategies
Understand key considerations in investment, tax, and estate planning
Evaluate the effectiveness of various retirement strategies in securing financial success
Credits and Other information:
Recommended CPE credit – 1.5
Recommended field of study – Taxes
Session Prerequisites and preparation: None
Session learning level: Basic
Location: Virtual/Online
Delivery method: Group Internet Based
Attendance Requirement: Yes
Session Duration: 90 Minutes
Who Will Benefit:
CPA
Enrolled Agents (EAs)
Tax Professionals
Attorneys
Other Tax Preparers
Finance professionals
Financial planners
About Our Speaker
Rizek Housari, CPA, CFP
Rizek Housari is an experienced wealth manager and financial advisor at NFP, specializing in financial planning and tax strategy for families and business owners.
He is a CERTIFIED FINANCIAL PLANNER™ and holds undergraduate and graduate degrees in accounting from Brigham Young University. Starting in KPMG’s advisory team in 2018, his CPA background continues to help guide clients today. He left KPMG’s advisory team to join Divergent Wealth in 2021 and is now at NFP..
