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Beneficiary Planning & Inherited IRAs

Advanced IRA Concepts

Sponsored by Lord Abbett

Presentations:

When to Sweat the Small Stuff: Beneficiary Planning and Inherited IRAs

Learning Objectives:

•    Common Beneficiary Errors
•    Post Defense of Marriage Act Planning
•    Naming a Trust
•    Disclaiming
•    Dos and Don’ts with Inherited IRAs
•    Action Steps
•    Additional Resources


Advanced IRA Concepts: Your Guide to More Rollover Opportunities

Learning Objectives:

•    Grab the Low-Hanging Fruit
•    Rollover Decision
•    Net Unrealized Appreciation
•    In-Service Withdrawals
•    Roth Conversion
•    Legacy Planning (“STRETCH” IRA)
•    Washington D.C. Update

Speaker:

Brian Dobbis, QKA, QPA, QPFC, TPGC
IRA Product Manager, Product Strategy

Brian Dobbis is responsible for managing Lord Abbett’s IRA business. His areas of expertise include: IRAs, 401(k), 403(b), and 457 retirement plans.

Mr. Dobbis joined Lord Abbett in 2002, and held the positions of Retirement Consultant, Retirement Research Associate, and Retirement Analyst. He began his career in the financial services industry in 1997.

Mr. Dobbis is a frequent guest speaker at wealth management conferences throughout the United States.

The American Society of Pension Professionals and Actuaries (ASPPA) recognizes Mr. Dobbis as a Qualified 401(k) Administrator (QKA), a Qualified Plan Administrator (QPA), a Qualified Plan Financial Consultant (QPFC), and a Tax-Exempt & Governmental Plan Consultant (TPGC). He earned a BA in communications from Rowan University, and also is a holder of the Series 6, Series 63, and Series 65 licenses.