Webinar Registration

Maximize After-Tax Wealth in Retirement:
Calculate OPTIMAL Distributions and Roth Conversions

Boost Your Client's Retirement Savings and Income Planning outcomes and reduce out-of-pocket costs -

Thursday, November, 13 • 01:00pm ET • 60 minutes

What You'll Learn

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Webinar Description

Seeking tax alpha in retirement income often involves a series of detailed tax computations. In this webinar, Professor Jim DiLellio will demonstrate an award-winning online calculator from ETFMathGuy that determines account distribution and Roth conversion decisions that maximize after-tax wealth for a variety of retirement and estate planning scenarios.

Jim DiLelllio

Professor of Decision Sciences Pepperdine University

Presenter Bio

What You'll Learn

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Webinars are for Financial professionals only. Exceptions may be made for clients of Finacial experts Network subscribers.

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