Nation Power Session
17 things every Advisor HAS to know about
QUALIFIED ACCOUNT CONTRIBUTIONS
Do you know ALL the ins and outs on qualified accounts?
The true value for clients lies in advisors who go beyond the basics
and navigate the intricate details, exceptions, and occasional financial complexities with finesse.
Join us for the first RTS online event of the year, as Steven Jarvis, CPA, and Matthew Jarvis, CFP®, give you actionable insight on qualified accounts, moving beyond the ordinary discourse on retirement planning.
DATE/TIME
February 28th, 2023
09:00 AM PST
Steven Jarvis, CPA
Retirement Tax Services CEO
and Head CPA
The Retirement Tax Podcast
Matthew Jarvis, CFP®
The Perfect RIA Co-Founder
Jarvis Financial Services CEO
Author of "Delivering Massive Value"
WHAT TO EXPECT FROM THIS POWER SESSION
The session will cover crucial aspects of qualified account contributions, offering insights into topics that are often overlooked:
-
Overlapping contribution limits of different plan types.
-
Strategies for navigating early distributions and making the best of unexpected financial situations.
- Exploration of non-retirement qualified accounts for maximizing tax planning opportunities that the IRS provides to help us get ahead on taxes (...what a mouthful! They will also give you client friendly scripts for navigating these conversations).
In this power session, Steven Jarvis, CPA, and Matthew Jarvis, CFP®, will share key aspects of this topic, setting you up for success in 2024. Moreover, to ensure a smooth wrap-up for 2023, they'll provide you with the action plan needed to assist your clients. This session focuses on practical actions and includes our latest desktop guide on qualified account contributions, serving as a valuable resource throughout the year.
LEARN FROM THE BEST, IN-THE-TRENCHES, ‘WE ACTUALLY DO THIS EVERYDAY’ TAX ADVISORS IN THE COUNTRY
STEVEN JARVIS, CPA
Retirement Tax Services CEO and Head CPA
The Retirement Tax Podcast
Matthew Jarvis, CFP®
Jarvis Financial Services
The Perfect RIA Podcast
Author of "Delivering Massive Value"
Matthew Jarvis, CFP is the owner and lead advisor of Jarvis Financial Services (JFS), an RIA that Michael Kitces described in his podcast as a “hyper-efficient, highly-profitable, lifestyle practice”. In 2022 JFS did just shy of $2,000,000 in gross revenue at a 50%+ profit margin, with a four person team. Being a lifestyle practice, JFS did this revenue while Jarvis himself took more than 150 ‘free-days’ (254 if you include weekends).
WHAT OTHERS ARE SAYING ABOUT RETIREMENT TAX SERVICES
"Huge fan of what you are doing. It's provided me so much value and insight on issues & topics which are vital to my practice yet often go overlooked by advisors."
"I didn't even know a service like this existed, what RTS is doing is awesome!"
- Tad H.
"What I love about RTS is you're given very specific action items and things to take away and implement immediately."
- Jennifer J.
WHO SHOULD ATTEND THIS POWER SESSION?
If you have clients taking advantage of qualified accounts, and we know you do, this might be the best hour you can commit to the topic all year.
Whether you're a seasoned financial advisor aiming to improve your expertise or in need of a refresher on qualified account contributions and seeking actionable insights for client decision-making, this session caters to your needs. Attendees will discover valuable resources for year-round practical application, making it a comprehensive learning opportunity for professionals at all levels.
Overall, the Power Session is geared towards professionals committed to providing top-notch financial and tax advice to their clients, aiming to expand their expertise in the realm of qualified account contributions and their potential benefits.
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