Webinar Registration

Roth Conversions vs. Early Withdrawals:
Finding the Optimal Path to After-Tax Retirement Income
Boost Your Client's Tax Planning, Retirement Savings and Income Planning outcomes and reduce out-of-pocket costs - CE Credit Available
Wednesday, October, 29 • ET • 75 minutes
Earn 1 CE credit Trusted by 10,000+ financial advisors
Jim DiLellio
Jim DiLelllio
Professor of Decision Sciences Pepperdine University
Presenter Bio

What You'll Learn

Financial advisors and retirees alike face a critical question: when and how should assets be drawn from tax-deferred and Roth accounts to maximize after-tax wealth? In this data-driven session, Professor James DiLellio presents groundbreaking research that directly compares the outcomes…

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This question is for testing whether or not you are a human visitor and to prevent automated spam submissions.