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Webcast: Retirement
Asset Location

 Watch On-Demand

Often the challenge for retirement income planning is not just how to allocate assets, but where to locate them. Steve Parrish, Director of The American College New York Life Center for Retirement Income and special guest speakers will come together to address:

  • Tax and IRA stretch challenges of trusts as beneficiaries
  • Timing the conversion from a traditional IRA to a Roth IRA
  • Product strategies to improve the probability of retirement success
  • When to use annuities to generate lifetime income

Learning Objectives:

Learn how traditional IRAs can be strategically moved to Roth IRAs
Appreciate the opportunities and challenges of having trusts as the beneficiaries of qualified money
Discover new research on consumer attitudes toward annuities
Understand how QLACs can improve the possibility of a successful retirement
 

Watch On Demand

Presented By:

Steve Parrish
Steve Parrish, JD, RICP®, CLU®, ChFC®, RHU®, AEP®

Director of The American College New York Life Center for Retirement Income

Bruce Steiner

Bruce Steiner, JD, LLM

Attorney at Kleinberg, Kaplan, Wolff, and Cohen, P.C.

Mike McGlothlin

Mike McGlothlin, ChFC®, CLU®, CFP®

Executive Vice President at Ash Brokerage