Duration: 90 Minutes

Description:

This webinar will explore the risks, strategies, and opportunities retirees encounter in today’s evolving retirement landscape, with particular focus on the impact of changing tax laws. Participants will gain a comprehensive understanding of various retirement accounts, including contributions, conversions, and the rules governing these strategies. The session will also delve into the different tax models and highlight how shifting legislation can affect retirees and their families.

Learning Objectives:

• Assess the risks and benefits of Roth conversions
• Explore different retirement plans and scenarios to determine the most suitable strategies
• Understand key considerations in investment, tax, and estate planning
• Evaluate the effectiveness of various retirement strategies in securing financial success

Credits and Other information:

• Recommended CPE credit – 1.5
• Recommended field of study – Taxes
• Session Prerequisites and preparation: None
• Session learning level: Basic
• Location: Virtual/Online
• Delivery method: Group Internet Based
• Attendance Requirement:  Yes
• Session Duration: 90 Minutes

Who Will Benefit:

• CPA
• Enrolled Agents (EAs)
• Tax Professionals
• Attorneys
• Other Tax Preparers
• Finance professionals
• Financial planners

About Our Speaker

Rizek Housari, CPA, CFP

Rizek Housari is an experienced wealth manager and financial advisor at NFP, specializing in financial planning and tax strategy for families and business owners.