Roth 401(k) Seminars and Training

[roth401k]

Seminar: "Pay Uncle Sam Now or Pay Him Later?"

This seminar provides an overview of the Roth 401(k) basics. Case study examples illustrate how the Roth 401(k) affords planning opportunities for plan participants of all income levels.

This seminar provides the information necessary to assist clients in determining if the Roth 401(k) should be added to their new or existing qualified retirement plan and to assist plan participants in determining if the Roth 401(k) is preferable when compared to a traditional pre-tax 401(k).



Seminar: "The Roth 401(k): Retirement and Estate Planning Opportunities"

This seminar provides an overview of the Roth 401(k) basics and information on plan qualification, recordkeeping, compliance and operational requirements for plans that adopt the Roth 401(k) feature.

Case study examples illustrate how the Roth 401(k) affords planning opportunities for plan participants of all income levels, and why it provides significant retirement and estate planning opportunities for high income taxpayers.

This seminar provides the information necessary to assist clients in determining if the Roth 401(k) should be added to their new or existing qualified retirement plan and to assist plan participants in determining if the Roth 401(k) is preferable when compared to a traditional pre-tax 401(k).

Roth 401(k) Seminars and Training