Click on the link below to view the PowerPoint presentation of a 2-hour continuing education seminar on the new rules for Roth IRA coversions, and important related background information. This particular version of the seminar is targeted at professionals with an intermediate knowledge level of tax and retirement planning rules and law.
The seminar content can be modified to address the knowledge level of a particular target audience (e.g., 15-30 minutes for a presentation to clients or other public venue, 60 minutes for individuals or advisors without a background in tax or retirement planning), and it can be presented onsite at your place of business or as a webinar to be viewed on the web. Note that the presentation accessible below will be updated as issues and opinions evolve on the provided subject matter.
For information, contact Barry R Milberg at firstname.lastname@example.org
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