webinar register page

RMD Planning and Roth Conversion Strategies
As Benjamin Franklin said over 200 years ago: "In this world, nothing is certain except death and taxes". Of course, this was before the Roth account was invented and as fiduciary financial planners, Clark Street Financial believes you should never pay more taxes than you owe. The Roth account can be a powerful planning tool to reduce your tax liability now, and an effective way to bestow after-tax dollars to your beneficiaries.

• Rules of the Roth
• Are Roth’s right for you?
• Effective strategies for Roth conversions
• How Roth’s can be used in estate planning

10am Arizona Time
11am New Mexico

Aug 18, 2022 10:00 AM in Arizona

Webinar logo
* Required information
Loading

Speakers

Jon Linford
Partner Attorney @Morris Hall, PLLC
Jon was raised in Arizona as the oldest of seven children. He attended law school at the University of Arizona. During law school, he was received recognition for excellence in legal writing. Jon has worked with individual clients on many matters and discovered that his true passion was assisting families in estate planning and administration.
Charles Randall
Financial Advisor @Clark Street Financial
Charles Randall is passionate about financial planning. He has been helping clients plan successfully for college, retirement, and estate management since 1992.
Andres Favela
CFP® @Clark Street Financial
Andres joined Clark Street Financial in 2021 as a Financial Advisor. After graduating from Louisiana State University, Andres moved to Phoenix and began his career in financial services at Edward Jones. In 2017, Andres earned his Certified Financial Planner designation and is leveraging his many experiences in the areas of financial planning, investment management, and insurance for Clark Street Financial. He will be working closely with Clark Street's principal, Tim Kerrigan, and the entire Clark Street Financial team to serve the firm's clients. In his free time, Andres can be found golfing, hiking, or spending time with his extensive family. Andres is a graduate of Tempe Leadership and is an active member of Phoenix 20-30 club- a fundraising group benefiting underprivileged youth in the Valley.