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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

LOTTERY WINNERS

MORE INFORMATION COMING SOON