Webinar Registration

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

12:00pm ET

75 minutes

Larry Kotlikoff

Professor of Economics, Boston University | Founder, Maxifi Maxifi

Rick Miller

CEO Sensible Financial

Jay Abolofia, PhD, CFP®

Fee-only Financial Planner Lyon Financial Planning

What You'll Learn

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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!