Ed Slott - Bruton Chisnell Advisors Event 

CPAs have an unprecedented opportunity to create and update tax and estate plans to help clients keep more of their hard earned money. Ed Slott and Company’s IRA Analyst, Jeremy Rodriguez, JD, will provide you with the latest information and strategies to make you stand out from the competition and best serve your clients. Breakfast provided!

Advanced Tax Planning with Qualified Retirement Plans

This course will delve into the tax rules for Qualified Retirement Plans, including 401(k) and 403(b) plans, the impact of contributing after-tax dollars to those accounts, the different types of allowable post-tax contributions and the governing rules, and distribution strategies for plan accounts that include post-tax contributions. This course will focus on planning around the contribution, distribution, rollover and Roth conversion rules to help clients maximize their tax-favored retirement savings.The course will also review Designated Roth Accounts – Roth 401(k)s and Roth 403(b)s – and other post-tax contributions.In addition, the program will illustrate, with examples, how to use the retirement plan tax rules to increase after-tax plan contributions and convert those funds to Roth IRAs, including allocation strategies for profit sharing plans to maximize contributions for key personnel.

2 CLE & CPE Credit Hours!

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