The Problem with Large IRAs: Leveraging Holistiplan for Distribution Planning and Roth Conversions

WEBINAR REPLAY
Discover actionable strategies to mitigate tax burdens, plan distributions effectively, and explore the benefits of Roth conversions for every client. Learn how to navigate the complexities of rising taxes, expiring tax cuts, and the SECURE Act, all while maximizing your clients' wealth.
Find out how Holistiplan’s automated tools can transform your approach to tax analysis, making it faster and more accurate, and positioning you as a valuable advisor.
Key Takeaways:
-Identify the five tax “gotchas” associated with large traditional IRAs and how to address them.
-Learn strategies for effective asset location and distribution planning to reduce tax liabilities.
-Discover how to utilize Holistiplan to streamline tax analysis and increase wallet share.