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In this session, you will discover how to leverage the latest trends in the Retirement Plan Industry for maximum tax advantages for both large and small business owners.
Learning objectives:
• How to Bring Value to Clients in their retirement plan
• Update to the Fiduciary Rule
• Understanding Fees and how to gain the most tax efficient fee structure
• Mega Backdoor Roth
• Rothification of Retirement
• HSAs are the New Retirement account
• Trends in the Not for Profit industry 403b/457b/f
Speaker(s):
Colin
Clark,
Retirement Plan Specialist,
Washington Financial Group
