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The New Retirement Savings Time Bomb with Ed Slott


Special Rebroadcast Presentation from March 8th
Cost Free
Presentation Length 1.0 hour

Recorded DateMarch 17, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes
Course LevelBasic
Course Description

The New Retirement Savings Time Bomb With Ed Slott: Help Clients Avoid Unnecessary Taxes & Combat Threats to Retirement Savings

Americans have invested trillions of dollars in retirement plans, turning them into the most significant, most valuable assets they own, often worth more than even their homes. But these accounts also typically have a vast unpaid tax debt facing them at future tax rates upon distribution creating looming uncertainty about how much of your clients’ hard-earned money they get to keep.

Help your clients protect the assets they’ve spent a lifetime building from excessive taxation with insights from Ed Slott’s wholly updated and #1 new release, The New Retirement Savings Time Bomb (Penguin Random House, 2021). Learn how to explain and disarm this ticking tax time bomb in 5 easy steps.

America’s IRA Expert and renowned CPA Ed Slott will share timely, meaningful, and immediately actionable business-building strategies, including:

  • What is “The New Retirement Savings Time Bomb?” and why it matters now

  • How to eliminate the uncertainty of huge unpaid debt at future tax rates

  • Critical tax and legal conversations to initiate in 2021

  • Navigating age restrictions, deadlines, and costly pitfalls for accessing retirement accounts

  • How to address new SECURE Act changes with clients

  • Why most IRA trusts won’t work anymore

  • What to do first after a death in the family

  • Why many estate and retirement plans will need to be updated

  • Why Roth IRA conversions are more valuable than ever before

  • Steps for evaluating Roth conversion strategies

  • Why life insurance provides a better estate plan after the SECURE Act

  • Beneficiary planning strategies to avoid the death tax trap

  • The most valuable tax planning conversation to have with clients

  • How to use this information to increase your income with high-value planning business


5 Easy Steps to disarm the retirement savings time bomb:

  • #1 – Time it Smartly

  • #2 – Secure It

  • #3 – Roth It

  • #4 – Insure It

  • #5 – Avoid the Death Tax Trap

How will the people relying on you remember you after this year? Did you ignore them or step up and come through for them?

Clients and prospects will forever remember how their advisors stepped up to help them during these challenging times. They will also remember those who didn’t, and business and relationships will be lost.

Now is the time to provide value with these planning strategies. Be the reassuring voice of reason your clients need at this time; the advice you share now can impact the clients and their families for years, decades, and generations.

The bottom line: Help clients now and increase your business for all the right reasons.

Learning Objectives:

  • Identify the impact of taxes throughout our lives

  • Determine what is “The New Retirement Savings Time Bomb” and why it matters now

  • Recall the difference between tax-deferred and tax-free and why it matters

  • Recognize why retirement tax planning is critical now

  • Recall the history of U.S. tax rates and the related effect on retirement savings

  • Determine “the secret” to lowering or eliminating future taxes on retirement savings

  • Recall how to communicate the absolute urgency of these planning strategies so that clients and prospects will act on these planning moves now – that’s when everyone wins!

  • Determine how to lock in your business’s future growth by using this unprecedented time to create long-lasting value and loyalty – the key to long-term success in any business

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Ed Slott, CPA

Ed Slott and Company
Founder and CEO
(800) 663-1340


Ed Slott is a nationally recognized IRA distribution expert, professional speaker, television personality, best-selling author, and president of Ed Slott and Company, LLC. He is known for his unparalleled ability to turn advanced tax strategies into understandable, actionable, and entertaining advice. He has been named “The Best Source for IRA Advice” by The Wall Street Journal, and USA Today wrote, “It would be tough to find anyone who knows more about IRAs than CPA Slott.”

Mr. Slott regularly presents on IRA and estate planning strategies at both consumer events and conferences for financial advisors, insurance professionals, CPAs, and attorneys. His client list has included leading financial membership organizations, such as FPA, NAPFA, Estate Planning Councils, and AICPA, as well as corporate financial firms Fidelity Investments, Nationwide Financial, New York Life, Jackson National, Transamerica, Met Life, Northwestern Mutual, Genworth Financial, LPL Financial, Advisors Excel and others coast-to-coast.

As president and founder of Ed Slott and Company, LLC, the nation’s leading source of accurate, timely IRA expertise and analysis to financial advisors, institutions, consumers, and media, he provides:

1. Advanced training to financial professionals to become knowledgeable recognized leaders in the retirement marketplace; and

2. Answers to retirement savers’ most essential questions, continually providing practical, easy-to-understand information on IRA, retirement, tax, and financial planning topics.

Mr. Slott is an accomplished author of many financial and retirement-focused books, including most recently Ed Slott’s Retirement Decisions Guide: 2020 Edition (IRAHelp, 2020) and Fund Your Future: A Tax-Smart Savings Plan in Your 20s and 30s (IRAHelp, 2020). He also hosts the popular website as a resource for financial professionals and consumers, where tens of thousands of readers follow the Slott Report blog.

As a thought leader in the retirement industry, Slott is often quoted in The New York Times, The Wall Street Journal, Forbes, USA Today, Kiplinger, Investor’s Business Daily, and numerous additional national magazines and financial publications. He provides a monthly Q&A column to AARP and is a contributing columnist and media resource to Financial Planning, Financial Advisor, and InvestmentNews magazines. He has appeared on many national television and radio programs, including NBC, ABC, CBS, CNBC, CNN, FOX, FOXBusiness, NPR, and Bloomberg. Mr. Slott has raised more than $65 million for public television and is one of the top 5 pledge drivers of all time with his educational specials, including his most recent, “Retire Safe & Secure! with Ed Slott” (2020).

Mr. Slott is a past Chairman of the New York State Society of CPAs Estate Planning Committee and editor of the IRA planning section of the CPA Journal. He was named a 2020 InvestmentNews Innovator for his significant contribution to helping advisors improve client outcomes and tackle industry challenges. He is the recipient of the prestigious “Excellence in Estate Planning” and “Outstanding Service” awards presented by The Foundation for Accounting Education. He is a former board member of The Estate Planning Council of New York City and an Accredited Estate Planner (AEP) distinguished.

Ultimately, through all of these efforts combined, Mr. Slott has taught millions of Americans (and their financial professionals) how to get the most out of their retirement savings.

 “The Best Source of IRA Advice”

— The Wall Street Journal

About Our Presenter


America’s IRA Experts

Education is the only avenue to avoid the roadblocks set up by "Uncle Sam" — a man with deep pockets just waiting to collect more taxes and penalties associated with unreliable, inadequate planning.

Ed Slott and Company is the nation's leading source of accurate, timely IRA expertise and analysis to financial advisors, institution, consumers and media across the country. We neither sell nor endorse any particular financial product. We are an educational company working to:

  1. Train financial professionals on an individual and corporate level to become knowledgeable recognized leaders in the retirement marketplace; and
  2. Answer retirement savers’ most important questions and continually provide practical, applicable and easy-to-understand information on IRA, retirement, tax and financial planning topics