| Masterclass 4: Tax-Smart Distribution Planning - Part 1

Learn how to build, evaluate, and present tax-smart distribution plans and use tax-smart distribution planning with clients and prospects.

> Where to take withdrawals from and if you should consider Roth conversions.
> How to advise on the tax time bombs: RMDs, The widow penalty, and Inheriting tax-deferred accounts.
> Jason will shares insights into his process, success stories he has had with his clients, and more. 
 
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