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Excellent topic but it would help if Bob could work through examples of each strategy.
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Great topic, and Bob did an excellent job. Would actually like to play it over again...so much information to unpack.
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Not sure how to thank Bob (and Andy) enough for jumping on this before virtually anyone else did (the elimination of the stretch IRA). I believe that having another dedicated session merely to Roth IRA conversion planning would be a great idea. Today's webinar was very informative, despite containing dreadful news for many advisors of HNW clients. Bob hit a "home run" today with his presentation, both in terms of timeliness and quality of his materials and his wisdom. Thank you!
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good