Retirement Distribution Workshop

Join Ben Beshear for a training to learn how to build a distribution planning practice in the real world.  He will cover the following topics:

• Build processes and systems around distribution planning

• When and how to do mini-Roth Conversions

• Tax Planning: Tax Bracket Maximization, Social Security Thresholds & IRMMA

• Best practices for integrating PDIA and CVLI

• How to add additional tax efficiency with charitable planning