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.
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 Times, The Wall Street Journal, Forbes, Money, 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.
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: