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

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-…

Read More

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

Form container
Personal Info
Register Now
Name
First Name
Last Name
Email Address
Check all the boxes for the type of CE credits you require?
CFP
Investment Adviser Rep
PACE (CLU, ChFC, RICP)
CPE for CPAs
Other
Enrolled Agent
All of the above
None of the above
Who invited you?
Please provide your CFP ID #
Please provide your CRD #
Survey Data
ZIP Code
Which best describes you? *
State
City
Phone Number
What are your designations (e.g. CFP or CLU)?
Your B/D or RIA
Do you have a trusted mortgage advisor to serve your clients?

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

Leave this field blank

What You'll Learn
No content added

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.