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TAX REFORM: IRA AND RETIREMENT PLANNING UPDATE

Cost Free
Presentation Length 1.0 hour 

Recorded DateNovember 27, 2018  CPE:Not available  (archived webinars do not offer CPE credits) Subject AreaTaxes  Course LevelBasic  Who should attend?CPA - small firm
CPA - medium firm
CPA - large firm
Enrolled Agent
Other 
Series: Tax Reform, Enrolled Agents, Taxes    
Course Description

The new tax rules will change the retirement tax and estate planning for virtually every client. The tax rules surrounding IRAs and other retirement accounts are complex and constantly changing. This session will cover the best retirement tax planning strategies, after "US tax reform", and how to identify the clients who will benefit most from these new planning ideas. The program will also cover several recent tax rule changes that were made through Courts and IRS rulings that are not widely publicized, yet apply to all clients with retirement accounts. Find out the latest in the world of IRA tax planning so you can share this with clients who will be looking to you for guidance on making critical retirement decisions. This will add to your value as a key retirement advisor.

Learning objectives:


  • To understand the retirement tax rule changes under the new tax law and help clients benefit from them To identify the best new retirement income and estate planning strategies

  • To be aware of the latest tax and IRA distribution decisions from recent cases and rulings. These will apply to your clients who are relying on you for the right advice before making major decisions affecting their retirement savings.

  • To learn how to avoid the most costly IRA mistakes made by CPAs. Many of these errors are fatal. They cannot be fixed and the consequences are financially disastrous, to both you and your clients.

  • To immediately provide valuable and profitable information to clients who are at risk of making errors. They are not getting this information from their typical financial advisor. Be seen as a proactive retirement advisor, as opposed to reporting on events that happened last year. That’s too late.

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

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

Edstottco

Ed Slott was named “The Best” source for IRA advice by the Wall Street Journal.

He is a nationally recognized professional speaker and has starred in several nationally aired public television specials including the most recent, “Retire Safe & Secure! with Ed Slott (2018).

Slott created The IRA Leadership Program™ and Ed Slott’s Elite IRA Advisor GroupSM, which were developed specifically to help financial professionals earn recognition as leaders in the IRA marketplace.

Mr. Slott is an accomplished author of many financial and retirement-focused books, including most recently Ed Slott’s Retirement Decisions Guide: 2018 Edition (IRAHelp, 2018) and Fund Your Future: A Tax-Smart Savings Plan in Your 20s and 30s (IRAHelp, 2018). Slott also publishes Ed Slott's IRA Advisor, a monthly IRA newsletter. He is a personal finance columnist for numerous financial publications.

As a thought leader in the retirement industry, Slott is often quoted in The New York TimesThe Wall Street JournalForbesMoney, Kiplinger’s, USA Today, Investment News and a host of additional national magazines and financial publications. He has appeared on numerous national television and radio programs. Mr. Slott is also a consultant to financial information websites.

He 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. Mr. Slott 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.

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