Page 9 - IPI Educational Programs and Resources [2.16.20 Version]
P. 9
Resources
Financial professional articles
• Watch out for hidden tax traps
• Mega backdoor Roth IRA conversions for high earners
• Find client assets from 1040 tax form
• Four ways to manage the net investment income surtax
• Five things to consider before year-end
Financial professional and client quick tips
• 2021 tax information guide
Financial professional tools
• Pre-appointment checklist envelope
Financial professional worksheet
• Tax-ef cient income planning worksheet
Client articles
• Taxes matter in retirement. Here’s why.
• Traditional IRA fact sheet
• Roth IRA fact sheet
Curriculum Guide 9
