The speaker will be Erin Beable, Sr. Vice President, Financial Advisor, The Pacific Group at Morgan Stanley.
The topic will be "Thoughts About Retirement Accounts." The emphasis will be on "curious" retirement account details and tax efficiencies worthy of consideration, including (1) Roth conversions, (2) understanding rules governing inherited IRAs and (3) Net Unrealized Appreciation (NUA).
The program topic will be "Curious Retirement" account details and tax efficiencies that people should consider: Roth conversion, Understanding Inherited IRA Rules and NUA (Net Unrealized Appreciation).