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Maximizing the IRA’s Value – Now and in the Future
Course Information
Content Level: Intermediate
NAPFA Subject Area: E-Retirement Planning
Course Description
Individual Retirement Arrangements (IRAs) hold a significant portion of retirement assets. During all phases of a client’s financial life cycle, IRAs are subject to very specific rules and regulations, and great care should be taken to avoid missteps because penalties can be severe. Recent legislative changes have made matters even more complicated. This webinar will help financial professionals understand key concepts related to recent rule changes and identify opportunities for tax efficiency and techniques for transferring IRA wealth to the next generation.

This webinar is sponsored by Allianz Life Insurance Company of North America, a 2023 NAPFA Strategic Partner.
Learning Objectives
  1. Learn about recent changes to IRA rules
  2. Understand concepts that may help IRA tax efficiency
  3. Learn techniques that ensure efficient and effective transfer of IRA wealth to the next generation
Steven T. Sweeney, CFP®, CLU, ChFC, RICP, MBA

Steven T. Sweeney, CFP®, CLU, ChFC, RICP, MBA, is Vice President of Advanced Markets and Solutions at Allianz Life Insurance Company of North America. Sweeney calls on his 17 years in the financial services industry to leverage a wide array of sophisticated techniques in counseling advisors as they guide their clients through their financial planning journeys.  

Sweeney provides support with issues related to complex case design, asset accumulation, and tax-efficiency, including:

  • Portfolio construction and capital markets
  • Retirement income and portfolio distribution strategies
  • Tax management
  • Estate planning
  • Risk management and insurance
  • Charitable planning strategies
Availability: No future session
Expires on 12/31/2023
Cost: Member: $0.00
Non-Member: $39.00
Credit Offered:
1 NAPFA CE Credit
1 CFP® CE Credit
1 EA CE Credit
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