Page 10 - IPI Educational Programs and Resources [2.16.20 Version]

Saving for retirement
Programs
Educational presentations for nancial professionals
Mega backdoor Roth IRA conversion strategy
A backdoor Roth IRA conversion is a common strategy for mass-affluent clients.
For high earners—who everyone wants as clients—there’s a strategic way to convert more.
You’ll learn how to:
• Determine whether a conversion makes sense
• Help clients utilize 401(k) conversions
• Maximize tax bene ts
Are you getting your share? The multi-trillion-dollar retirement opportunity*
There’s more than $16 trillion in retirement assets—$9 trillion in IRAs and $7.7 trillion in employer-sponsored quali ed plans.2 Get strategies to help navigate the massive retirement opportunity.
You’ll learn how to:
• Increase AUM with rollovers
• Maximize required minimum distributions, including creating guaranteed retirement income
• Share the legacy planning bene ts of IRAs
* Approved for one hour of insurance, CPE, and CFP® continuing education credit in all states except New Jersey, New York, and Washington.
Resources
Financial professional articles
• Mega backdoor Roth IRA conversions for high earners
• Opportunities from the SECURE Act
Client articles
• Traditional IRA fact sheet
• Roth IRA fact sheet
• Max out IRA contributions
2 Investment Company Fact Book: A Review of Trends and Activities in the Investment Company Industry. Investment Company Institute, page 120. Available at www.icifactbook.org.
10 Delaware Life Income Planning InstituteSM