IRA Life Expectancy Payout Changes Require Urgency

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56 reviews with 5 stars

67 reviews

 
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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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very timely

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Need parts 2, 3, 4 &5 of this topic

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Excellent

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