Ali Hashemian

Author

Ali Hashemian, MBA, CFP, is a second generation financial planning professional and the author of the bestselling book Overtaxed: 6 Powerful Tax Free Investment Strategies. Hashemian served as the regional vice president for one of the largest financial institutions in the world before starting his own company, Kinetic Financial. He has given numerous speeches and is considered a subject matter expert on topics such as tax-advantaged planning, risk management, economic conditions and financial forecasting. He is also an avid philanthropist and participates in various charitable and church programs such as World Vision, Free Wheelchair Mission, and Mariners Church. Hashemian has been an MDRT member for four years.

Retirement education

Benefits Think Why advisers must talk tax-free retirement strategies with clients

Many employees with access to Roth IRAs or designated Roth accounts in their 401(k), 403(b) or 457 savings plans are not taking advantage of them.

By Ali Hashemian

January 3