Ideal Fact Scenarios for the iCLAT

ROTH IRA, 401(k), 403(b) AND 457(b) CONVERSIONS
ACCELERATED INCOME TAX SAVINGS IN THE YEAR OF CONVERSION

SOON-TO-BE RETIRED EXECUTIVES & PROFESSIONALS

LARGER DISTRIBUTIONS FROM IRA, 401k or OTHER RETIREMENT ASSETS
INCREASED PLANNING FLEXIBILITY

SALE OF BUSINESS OR OTHER ASSETS

LARGE COMPENSATION, BONUSES, OR STOCK OPTIONS
MORE INFORMATION COMING SOON

PROFESSIONAL ATHLETES
FINAL YEARS OF PLAYER CONTRACTS & ENDORSEMENTS

LARGE CONTINGENCY FEE PAYMENTS TO ATTORNEYS
MORE INFORMATION COMING SOON

PROFESSIONAL ACTORS, SINGERS & OTHER ARTISTS
MORE INFORMATION COMING SOON
