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IRA Opportunities: Advanced IRA Strategies
Course Information
Content Level: Intermediate
NAPFA Subject Area: E-Retirement Planning
Course Description
Nearly 40% of household financial wealth in the U.S is in retirement assets, with IRAs accounting for the biggest share at $9 trillion. With nearly 10,000 baby boomers turning age 65 every day, more Americans than ever before will be making decisions regarding their IRAs. This presentation will help financial advisors uncover new IRA opportunities and will include a detailed discussion on many advanced IRA strategies regarding contributions, rollovers, Roth conversions, distributions, RMDs and legacy planning. Understanding these IRA strategies help you become your clients’ IRA financial advisor of choice.

This is a Partner Solutions webinar sponsored by Prudential Annuities.
Learning Objectives
  1. Determine the fiscal pressures at the federal government level that may lead to a change in tax policy
  2. Learn about the benefits of Roth IRAs under the SECURE Act and how to protect your clients’ assets
  3. Understand the benefits and considerations of Roth conversions
Stephen Gilbert, CFP®, CLU®, ChFC®, RICP®, CRPC®

Steve Gilbert possesses a broad depth of experience that comes from more than 25 years of service in the financial services industry. As part of Prudential Annuities’ Advanced Planning and Solutions team, Gilbert works extensively with financial professionals, CPAs, and attorneys, aiding with the complexities and opportunities of retirement planning, income distribution, and estate planning.

Before joining Prudential Annuities, Gilbert was part of MassMutual’s Retirement Income Group, where he led the sales initiative for a groundbreaking Investment Advisory Retirement Income Management Account. Prior to that, he headed up the 403(b) sales group at MassMutual. He also worked with ING Financial Services as a Brokerage Relationship Manager and started his career in as a financial advisor with John Hancock Financial Services.

Gilbert earned his B.S. from The Pennsylvania State University in Business Management. He has attained his CFP®, CLU®, ChFC®, CRPC® and RICP® designations. He is a member of the Financial Planning Association.

Availability: No future session
Expires on 12/31/2023
Cost: FREE
Credit Offered:
1 NAPFA CE Credit
1 CFP® CE Credit
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