IRA Planning and Strategies
IRA's and other tax qualified plans can and should be a significant part of most families financial plan. Refresh all those rules and details as well as learn about some new planning tools and strategies we can use as a result of the new tax code as well as conversion ideas and inherited IRA strategies and best practices.
Panel discussion from:
Brent Shakespeare, MB, AAMS, Financial Advisor with Raymond James
Josh Savage, CPA, Savage, Esplin, Radmall
Phillip Gulber, Attorney with Jensen Bayles
Don't miss this lunch!