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The Great Roth Conversion Debate – Expert Insights from Larry Kotlikoff, Rick Miller, and Jay Abolofia
Boost Your Client's Tax Planning, Retirement Savings and Income Planning outcomes and reduce out-of-pocket costs -
Tuesday, June, 3
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ET
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75 minutes
Larry Kotlikoff
Larry Kotlikoff
Professor of Economics, Boston University | Founder, Maxifi Maxifi
Rick Miller
Rick Miller
CEO Sensible Financial
Jay A
Jay Abolofia, PhD, CFP®
Fee-only Financial Planner Lyon Financial Planning

What You'll Learn

Join renowned economist Larry Kotlikoff and financial planners Rick Miller and Jay Abolofia for a deep dive into the pros and cons of Roth IRA conversions. Should clients aggressively convert large portions of their traditional IRAs, or is a more measured approach better? Our…

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What You'll Learn
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Webinar Description

Join renowned economist Larry Kotlikoff and financial planners Rick Miller and Jay Abolofia for a deep dive into the pros and cons of Roth IRA conversions. Should clients aggressively convert large portions of their traditional IRAs, or is a more measured approach better? Our expert panel will challenge conventional wisdom, explore key tax and policy considerations, and provide practical insights to help financial advisors guide their clients through this critical retirement decision. Don’t miss this lively and thought-provoking discussion!

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Please note that CE credits are only available to paying subscribers. Click here to learn more about our subscription plans.
Check all the boxes for the type of CE credits you require?
This question is for testing whether or not you are a human visitor and to prevent automated spam submissions.