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Welcome Retirement Account Optimization

. Housekeeping Items. WashroomsRefreshmentsMake yourself at home hereToday's program will be about 1 hourHold questions until the end of the workshop. . FREE informationFREE refreshmentsFREE dinnerSo what's the catch?RELAXI am not going to ask you to buy anything or sign anything today.. F

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Welcome Retirement Account Optimization

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    10. The Retirement Account Optimization Strategy How is this for an idea? Retirement without taxes!

    11. Roth IRA

    12. Roth IRA

    13. Roth IRA

    14. Roth IRA

    15. Roth IRA

    16. Roth IRA

    17. Roth IRA

    18. Roth IRA Contributions

    20. The Retirement Account Optimization Strategy

    21. Your traditional retirement account

    25. Tax Pressure on the System

    26. Tax Pressure on the System

    39. Tax Pressure on the System

    47. Tax Pressure on the System

    48. Tax Pressure on the System

    49. Tax Pressure on the System

    50. Tax Pressure on the System

    51. The Roth IRA Optimization Strategy

    52. The Roth IRA Optimization Strategy

    55. MARKET VOLATILITY

    56. Market Moves Can Affect Access to Your Money

    57. S&P 500 (1950 to 2000)

    58. S&P 500 (1950 to 2000)

    59. S&P 500 (1950 to 2000)

    60. S&P 500 (1950 to 2000)

    61. S&P 500 (1950 to Nov. 18, 2008)

    62. S&P 500 (1950 to Nov. 18, 2008)

    63. S&P 500 (1950 to Nov. 18, 2008)

    64. S&P 500 (1950 to Nov. 18, 2008)

    65. MARKET VOLATILITY

    70. The Retirement Account Optimization Strategy

    71. Imagine your IRA no longer taxable

    72. Imagine your IRA no longer taxable

    73. Imagine your IRA no longer taxable

    74. Imagine your IRA no longer taxable

    75. Roth IRA CONVERSION

    76. Roth IRA CONVERSION

    78. Roth IRA CONVERSION

    79. Roth IRA CONVERSION

    86. Roth IRA

    97. Roth IRA

    98. Roth IRA

    99. Roth IRA

    105. Now that we have examined the basics of ROTH IRA Conversion Let’s evaluate the The Retirement Account Optimization Strategy

    106. Retirement Account Optimization

    107. Retirement Account Optimization

    113. Imagine your IRA no longer taxable

    114. Imagine your IRA no longer taxable

    115. Roth IRA Optimization

    116. Protect Assets from Market Volatility

    117. Getting a Bonus

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