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
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ET
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60 minutes
Jim DiLellio
Jim DiLelllio
Professor of Decision Sciences Pepperdine University
Presenter Bio

What You'll Learn

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-…

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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.

Register Now

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.