Session 1

Tax & Legislative Update, Optimizing Roth Conversions, Leveraging Automated Webinars

Topics Covered in Session 1: 

• Why rising taxes could be the biggest, least understood risk facing today's savers - even with an extension of the TCJA looking likely in the weeks to come 
• How to optimize Roth conversions for your clients, minimizing both taxes and IRMAA
• What the latest news from Washington could mean for your clients and their retirement assets
• How to leverage automated webinars to generate leads for your practice

Key Resources for Session 1: 

• For Stonewood Members:
  • Legislative Risk Toolkit
  • Roth Done Right Toolkit
• The CBO's FY2024 Revenue and Spending data
  
• Client brochure: 5 Ways Taxes Could be Higher in Retirement
• RA Marketing's Webinar Program with Stonewood 

Next Steps