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NAIFA-FSP WEBINAR SERIES

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Advanced Roth IRA Strategies


Roth IRAs are a critical tool in tax efficient retirement planning and an important option for many retirement strategies. Choosing ROTH contributions and conversions can provide long term benefits to both clients and their beneficiaries, but are exposed to pitfalls. This presentation begins by examining the changing tax environment and why tax-free assets may be attractive in future tax environments. It continues by examining Roth as an estate planning vehicle for those looking to preserve assets for their beneficiaries. Finally, the presentation provides a technical understanding of 3 types of ROTH conversion strategies: Serial, Tactical, & Retirement conversions, and the advantages of Fixed Indexed Annuities in Roth Conversions. 

You will learn: 
  • The future tax environment and why Roth assets may be an important tax hedge
  • Roth IRAs as an estate planning asset and why affluent clientele may desire to maximize Roth assets to pass to inheritors rather than utilizing them as a retirement income source
  • Roth IRA conversions and how to optimize tax strategies with serial, tactical, and retirement conversations
  • Fixed Indexed Annuities and their unique advantage with Roth Conversions

REGISTER

This Webinar is Sponsored by 

Eagle Life

Continuing Education & additional information provided below.

Tuesday, December 9, 2025

12:00 pm - 1:00 pm eastern

 

Registration Fee*

 

Live Event:

FREE for Members

$59.00 for Non-Members

 

CFP Credit: $5

CPE/Accounting Credit: $5

Prof. Recertification/PRP (American College) Credit: $5

 

*Registration Fee includes live webinar, presentation material, and access to the archived program

SPEAKER

Jim Foster, CFP, CLU, CRPC

Head of Advanced Planning with Eagle Life Insurance Company

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Head of Advanced Planning with Eagle Life Insurance Company

Jim Foster, CFP, CLU, CRPC

Jim Foster, CFP, CLU, CRPC is the Head of Advanced Planning with Eagle Life Insurance Company, a leading provider of annuity products to bank and broker-dealer institutions. Jim brings to Eagle Life over 30 years of experience in business development, financial product marketing, retirement income strategies and advanced financial planning. Previously, he was with Prudential Financial, where he worked for 11 years - most recently as the Director of Advanced Planning and Solutions. Jim's vast career has provided experience that he applies as a recognized public speaker on basic and advanced financial concepts. Jim graduated with a bachelor's degree in economics from Florida State University in Tallahassee, FL. He also has a certificate of Advanced Accounting and Taxation from Santa Clara University in Santa Clara, CA, and holds CFP, CLU and CRPC designations.

CONTINUING EDUCATION INFORMATION

Educational Level

Intermediate

CE Credits

1 CFP® credit has been applied for.

1 Professional Recertification/PRP (American College) credit has been applied for.

1 CPE (accounting) credit has been applied for.
-CPE Prerequisite: Basic understanding of Roth IRAs and retirement planning.
-CPE Advanced Preparation: None
-CPE Delivery Method: Group Internet Based
-CPE Program Level: Intermediate

National Association of Insurance and Financial Advisors (NAIFA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. 

Refund Policy for webinars: If you are not satisfied or cancel your registration, a credit will be issued for a future program. Credits are valid for one year. For more information regarding administrative policies on complaints and refunds, please contact our office at 877-866-2432.

Additional CE Credit Info:
$5.00 fee per credit.

You must participate in the live webinar in order to earn CE credits and must be logged in to the web portion. For those requesting credits, a certificate of completion will be emailed to you about a week after the webinar, upon successful completion of the webinar. For CFP® credit, NAIFA will report your credit to the CFP Board for you after the webinar.

Note that state insurance CE credits are not available for this webinar.

ADDITIONAL INFORMATION

 

Registration Info

Upon registration, you will receive a confirmation email from NAIFA as well as a separate email from Zoom with your link to join the webinar.

NAIFA members: When registering, sign in using your email address and password to get the member rate and to pre-populate the registration fields.

 

Presentation Material

Your confirmation and reminder emails will include the link to access the PowerPoint/presentation material.

 

Program Archive

This program will be recorded and archived and the link to the recording will be emailed to all registrants about a week after the webinar. 

Can’t attend the live webinar? Register and you will automatically be sent the recording link.

 

 

 

 

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