21CF-EPFX: MNCPA Estate and Personal Financial Planning Conference (Virtual Only)
B1. Roth IRAs: Old Dogs New Tricks, Including Step-up Tax-Free
Speaker:
Leon LaBrecque
Mon, 9:35 am - 10:50 am
Roth IRAs have been around a while, but a new administration, coupled with regulations like the SECURE and CARES Acts, make Roth analysis even more relevant. Discover the mathematical superiority of Roths, how integrations Roths can be valuable in estate and family tax planning, and how Roths have a whole new life under the SECURE Act and other potential legislation. Access to Leon’s e-book “50 Good IRA Ideas” included.
NASBA field of study: Specialized Knowledge - Technical (1.5)
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