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As the Tax Cuts and Jobs Act (TCJA) is set to expire in 2026, Roth strategies are gaining significant attention. However, discussions often focus on generalized advice rather than a detailed fiduciary-level analysis. This webinar will guide you through effective methods to evaluate and implement Roth strategies while asking critical vetting questions to ensure the best outcomes for your clients.
While general guidelines can sometimes lead to suboptimal results, a well-structured analysis can help families avoid unnecessary taxes over their lifetimes. Many individuals face challenges with straightforward Roth contributions due to income limitations. Strategies such as backdoor Roth conversions, once seen as unconventional, are now widely accepted and can provide significant benefits when handled correctly.
We will also address how these contributions should often be prioritized over taxable account savings and highlight the steps necessary to avoid unintended taxation. Additionally, this course will cover the mega-backdoor Roth strategy and explore the new provisions introduced by SECURE 2.0, which include several updates related to Roth IRA and 401(k) plans. These insights will equip you with practical tools to better assist your clients in navigating these opportunities.
Learning Objectives
Key topics covered in this course:
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