Roth strategies are everywhere—but true, fiduciary-level analysis is rare. This course cuts through the noise and shows you how to evaluate Roth opportunities with precision, not guesswork.

You’ll learn a structured approach to analyzing and recommending Roth strategies, including the right questions to ask and the pitfalls to avoid. Move beyond rules of thumb that can quietly cost clients thousands in unnecessary taxes over time, and instead build recommendations grounded in long-term outcomes.

We’ll also break down advanced strategies many clients can benefit from, including backdoor and mega backdoor Roth contributions—especially for those blocked by income limits. You’ll gain clarity on how to execute these correctly and avoid costly missteps.

Finally, we’ll unpack key Roth-related provisions in SECURE 2.0 and what they mean for planning today. If you want to deliver smarter, more defensible tax strategies, this course provides the framework to do so.