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Topic

RMD Planning and Roth Conversion Strategies

Description

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

Time

Aug 18, 2022 10:00 AM in Arizona

* Required information

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.

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Message preview	Hi there, You are invited to a Zoom webinar. When: Aug 18, 2022 10:00 AM Arizona Topic: RMD Planning and Roth Conversion Strategies Register in advance for this webinar: https://us06web.zoom.us/webinar/register/WN__85ndA7gQb-vW1IH-H6pKw After registering, you will receive a confirmation email containing information about joining the webinar. ---------- Webinar 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.

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