8:30 – 9:00, Dave Anthony – Anthony Capital, LLC
Session Information:
Using Life Settlements and Alternative Assets to Super Charge your Client’s ROTH IRA conversions
- Learn how to convert a $1 million IRA to a Roth IRA in 2020 and pay an effective tax rate in the single digits
- Learn how to apply tax laws from 2017 JOBS ACT, 2019 SECURE ACT and the CARES ACT
- Apply key tax planning and investment tools from real life client case studies to help your clients save hundreds of thousands of dollars throughout retirement by engaging in Roth Conversions
- How to use these strategies as a prospecting tools to attract qualified high net worth, accredited investors to invest with you and increase your AUM
- Learn how to implement comprehensive integrated retirement income plans to generate up to seven pieces of business from one qualified lead.
Anthony Capital:
Anthony Capital is a registered investment advisor firm. We offer a comprehensive, independent approach to wealth management for individuals, trusts, estates, private foundations, and businesses.
With an emphasis on financial planning, and investment management for retirees and those nearing retirement, we create advanced wealth management strategies that incorporate both equity and principal protection through our affiliate, SideBySideQuotes.com.
Dave Anthony
Dave Anthony, is a Certified Financial Planner, a Retirement Management Analyst, and President of Anthony Capital, LLC a Registered Investment Advisory Firm that specializes in developing comprehensive and integrated Retirement Income plans for accredited retirees. Dave graduated with a degree in Finance and Economics from Utah State University, is host of “The Retirement Income Show” a weekly radio show, and owns several alternative asset investment companies that he uses in the planning process.