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FREE STRATEGY HOUR  ·  1 CPE CREDIT AVAILABLE

Roth IRA Contributions
How Your Clients Can Build Tax-Free Retirement Income Through Roth IRA Contributions

 Date-Time-Icon-Violet - (344x317)Wednesday, September 2, 2026  |  12PM EST/ 9AM PT

Jason Ackerman Headshot- Light Blue Circle

Jason Ackerman 
CFO & Co-founder
Wealth Rabbit

Dave Headshot- Light Blue Circle

Dave Lukas 
CEO
TaxPlanIQ

Join us for a live, one-hour session where we walk you through everything you need to know about Roth IRA contributions.

Save Your Seat
1 CPE
Credit Available
60 min
of Live Learning
Free
to Attend

What You'll Learn

In this session, we’ll cover:

Violet Checkmark - Rounded (1)What the Roth IRA contribution strategy is and how it lets clients build retirement savings that grow and come out tax-free in retirement

Violet Checkmark - Rounded (1)How Roth IRA contributions differ from other comparable tax strategies

Violet Checkmark - Rounded (1)The ideal client profile for this strategy

Violet Checkmark - Rounded (1)Clients who may not be a good fit for this strategy

 Violet Checkmark - Rounded (1)If the strategy can be used year after year, or if it’s a one-time use

Violet Checkmark - Rounded (1)How to implement this strategy from start to finish

Violet Checkmark - Rounded (1)How it's reported on the tax return

Violet Checkmark - Rounded (1)Where this strategy falls on the audit-risk spectrum

Violet Checkmark - Rounded (1)Your role as the accountant and what Wealth Rabbit handles for you

About Your Hosts

Meet The Experts

Dave Headshot- Light Blue Circle

Dave Lukas 

CEO of TaxPlanIQ

Dave M. Lukas is the CEO of TaxPlanIQ and Founder/Host of the Misfit Entrepreneur Podcast. His companies have been on the Entrepreneur 365 and INC 5000 List and have done business in over 50 countries. Dave is also a best-selling author and he has been featured on radio, TV, and many top trade publications such as Forbes, INC, Yahoo! Finance, BTN, BTE, and others. In his free time, Dave loves to run and is an accomplished endurance athlete achieving a ranking of Top 3% in the world in Ironman and has competed throughout the globe and in the Ironman World Championships. 

Jason Ackerman Headshot- Light Blue Circle

Jason Ackerman 

CFO & Co-founder, Wealth Rabbit

Jason Ackerman is a CFP® professional with seven years of experience in financial advising. He is affiliated with Wealth Rabbit in Rock Hill, SC, and has worked at Bernard N. Ackerman, CPA, P.A. since 2012, where he prepares tax returns and assists with accounting for individuals and businesses. Wealth Rabbit primarily serves individual investors, including both high-net-worth and non-high-net-worth clients, and offers an employer-facing subscription app that provides discretionary portfolio management through diversified model portfolios. The firm features an app-centric approach with a range of crypto-weighted investment models and enrolls clients mainly through employer partnerships.

Ready to learn the Roth IRA Contributions strategy?

Wednesday, September 2 · 12 PM EST / 9 AM PT · Free · 1 CPE Credit