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SECURE & SECURE 2.0: Retirement Tax Planning Conversations for 2023 and Beyond

SECURE & SECURE 2.0: RETIREMENT TAX PLANNING CONVERSATIONS FOR 2023 AND BEYOND

Cost Free
Presentation Length 1.0 hour

Recorded DateFebruary 6, 2023
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes
Course LevelBasic
Course Description

New year—new rules! The SECURE Act single-handedly upended many long-standing retirement rules on January 1, 2020—particularly impacting those with large IRAs. And now, in the final days of 2022, Congress passed SECURE 2.0—another giant piece of legislation with even more changes you need to know! 

This keynote presentation features Ed Slott’s best IRA and retirement tax planning strategies for 2023. Learn how to take advantage of the new tax rules and alternative distribution strategies that turn today’s inflation levels into a limited-time planning opportunity with clients. It’s time to rethink and reverse traditional retirement planning strategies. Learn how to develop these new practical planning ideas to showcase your expertise and increase your income.

Learning Objectives:


  • Summarize the highlights of the SECURE Act and new SECURE 2.0 Act provisions advisors need to know (with many different effective dates and limitations to keep straight!)

  • Identify affected clients to inform of the tax rule changes eliminating the stretch IRA—they should hear this from you!

  • Determine how to capitalize on inflation planning for big results: the 3-year window of opportunity for strategic retirement tax planning begins now!

  • Evaluate Roth conversion strategies for clients

  • Recognize how to advise clients on charitable tax planning strategies using IRAs

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Ed Slott, CPA

Ed Slott and Company
Founder and CEO
ed@irahelp.com
(800) 663-1340

Edstottco

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 irahelp.com 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

Edstottco

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