John Gjertsen equips attendees with the knowledge and strategies needed to navigate the evolving landscape of retirement plan taxation. In light of the SECURE Act’s sweeping changes, understanding who ultimately shoulders the tax burden, and how to optimize your own plan, has never been more critical.
You'll walk away with an understanding of:
Retirement Plans in Distribution: How the SECURE Act has shifted the tax landscape for plan owners and beneficiaries.
Roth Conversions: Are they an effective strategy for tax reduction? We explored how to measure the benefits of Roth conversions and uncovered some surprising insights.
Gain a clearer understanding of how retirement plans are taxed during distribution, and practical steps you can take to minimize the taxes you and your heirs may owe from your IRA.