Special Presentation for FPAOC Members

Tuesday
Aug
4
2020

9:00 am - 10:15 am


Join us for this special presentation for FPAOC Members

Brian Dobbis, QKA, QPA, QPFC, TGPC, Director, Retirement Solutions, Lord Abbett

Actionable Roth Business Building Strategies: A Vehicle for Tax Efficient Planning and Income

Tuesday, August 4
9:00-10:15 AM
No Charge for FPAOC Members
1 Hour CFP CE


Brian Dobbis, QKA, QPA, QPFC, TGPC

Director, Retirement Solutions, Lord Abbett



Session Title:
Actionable Roth Business Building Strategies: A Vehicle for Tax Efficient Planning and Income
Summary:

Retirement accounts are booming! U.S. retirement assets stand at more than $32 trillion – with $17 trillion* invested in IRAs and 401(k) plans alone.

This means we believe there will be tremendous opportunities for financial advisors who stay up-to-date on the latest tax rules governing tax-advantaged retirement accounts, understand the pitfalls, and leverage advanced and actionable Roth strategies. This informative seminar will also cover the latest retirement-related proposal coming out of Washington and highlight additional retirement topics and trends.

Participants will learn how to implement Roth accounts (IRA and 401(k)) as a tool in comprehensive financial and tax planning. This seminar will also explore new advanced planning opportunities –tactical strategies for winning business while protecting existing assets–providing a roadmap for guiding and advising high-net-worth investors with the latest IRA, 401(k) and Roth contribution, distribution, and conversion strategies.

Join Brian Dobbis as he discusses the following key topics:

  • What’s new
  • 2020 Legislative Outlook
  • Roth Conversions (pros, cons, and traps)
  • Back Door Roth
  • Supersize your Roth
  • Mega Back Door Roth
  • Advisor Action Plan
  • Your questions!

Learning Objectives:
    • New IRS guidance pertaining to Retirement accounts and the effect on Roth accounts
    • Building your retirement nest egg through advanced Roth strategies (contributions, conversions)
    • Become familiar with how Roth accounts play a vital role in tax planning

We anticipate offering 1.0 Hours CFP CE.

Level: Advanced

This webinar is the collaboration of the FPA of Charlotte, FPA of Colorado, FPA of Illinois, FPA of Greater Kansas City, FPA of Northern New England, FPA of Metro New York, FPA of New Jersey, FPA of Orange County, FPA of the Philadelphia Tri-State Area, FPA of Middle Tennessee and FPA of the Triangle.

 

Bio:

Brian Dobbis is responsible for managing Lord Abbett’s IRA business. His areas of expertise include: IRAs, 401(k), 403(b), and 457 retirement plans. Mr. Dobbis joined Lord Abbett in 2002, and held the positions of Retirement Consultant, Retirement Research Associate, and Retirement Analyst. He began his career in the financial services industry in 1997. Mr. Dobbis is a frequent guest speaker at wealth management conferences throughout the United States. The American Society of Pension Professionals and Actuaries (ASPPA) recognizes Mr. Dobbis as a Qualified 401(k) Administrator (QKA), a Qualified Plan Administrator (QPA), a Qualified Plan Financial Consultant (QPFC), and a Tax-Exempt & Governmental Plan Consultant (TGPC). He earned a BA in communications from Rowan University, and also is a holder of the Series 6, Series 7, Series 24, Series 63, and Series 65 licenses.