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Proposed IRA Changes for 2022 Advisors Must Know - Shared screen with speaker view
Craig Judd
14:06
Got on here late what was the housekeeping items?
Vicki Thompson
14:42
Any slides available?
Doug Pierce
15:03
SIRA Workshop next week:https://www.horsesmouth.com/iravirtual
Patrick Bourbon
16:07
Can you still do mega back roth IRA from after tax 401k contributions?
Doug Pierce
16:24
Craig, just to let you know you can use chat if you are having tech problems, and use Q&A to ask content questions (Jeff will be recording a video after the fact to answer bulk of questions and we'll email you a link to it in follow-up).
Craig Judd
19:21
thx
JHochstadt
19:48
Because Roth IRA has no RMDS
suegomez
19:50
ROTH 401(k) has RMD and ROTH IRA doesn’t
Kevin Lynch
19:56
roth 401k had a rmd
JHochstadt
19:56
Roth 401k has RMDs during life
Sima Alefi
26:08
Is this presentation updated since the house approved the bill?
Patrick Bourbon
26:38
Does it still make sense to still do after tax 401k contributions since mega back door is eliminated? maybe better to keep assets in brokerage accounts and pay capital gains tax rate vs. future ordinary tax rate?
cynthia stauffer
30:26
where to get handouts
cynthia stauffer
34:09
how to get print outs
JHochstadt
40:41
For the Trusts & estates threshold surtax of $200k and $500k, is this investment income INCLUSIVE OF cap. gains (assuming so)? As opposed to just interest and dividends (non-qualified)?
jason escamilla
40:58
I misses some details among these nuggets of advice. Is there a replay?
Armando Paz
41:54
I will need to pick up my daughter at school and will be leaving the meeting shortly. Please send me a link to the recording and the slides. given today. Also, please advise if there are any bonus discounts for joining Jeff's service. I saw Jeff at the GWN Conference in FL this past month and missed whether there was an intro bonus discount.
Doug Pierce
43:58
SIRA Workshop next week:https://www.horsesmouth.com/iravirtual
Doug Pierce
44:51
Savvy IRA Planning:https://www.horsesmouth.com/ira
Curt Arnold
45:37
what's the difference between Savvy IRA and Savvy Tax planning memberships?
Lynn Schmidt, EA, CTP, CTC
46:05
is CE approved for Enrolled Agents?
Joe Vogenthaler
47:36
Will we get a recording of today's webinar?