Description

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