Learning Center

Ed Slott’s Top 2024 Tax-Season Conversations for Your Clients’ Retirement Savings

4.12 (26 votes)

  • Registration Closed

Taxes are top of mind year-round for HNW clients—but particularly this time of year heading into tax season. Take this opportunity to position yourself as a knowledgeable, proactive financial planner to mitigate unnecessary taxes in 2024 and for generations to come!

Join America’s IRA Expert, Ed Slott, CPA, for his most timely insights to share with your clients, their beneficiaries, prospects, and centers of influence, including:

  • Larger RMDs for 2024: With the stock market closing at all-time highs at the end of 2023, year-end IRA and 401(k) balances may be the highest ever for many retirement savers. Learn the top IRA tax planning moves to consider right away.
  • The #1 RMD mistake your clients are making!
  • New and improved charitable planning strategies, including the new TRIPLE WIN solution fulfilling RMD requirements, gifting to charitable causes, and creating annuity income for your clients. While most people think of giving in December, QCDs are best accomplished early in the year! These are actionable conversations you should be having immediately!
  • Limited-time tax-planning opportunities for high-income clients, allowing them to make plan catch-up contributions and maximize their tax deductions.

Don't miss this opportunity to glean actionable strategies from the foremost authority on retirement planning.

Ed Slott, CPA

President and Founder

Ed Slott and Company, LLC

Ed Slott, CPA, America’s IRA Expert, is a nationally recognized speaker, television personality & best-selling author known for his unparalleled ability to turn advanced tax strategies into understandable, actionable and entertaining advice.

Named “The Best Source for IRA Advice” by The Wall Street Journal, he is the go-to resource for media, regularly providing insight on breaking news affecting retirement and tax planning laws and strategies.

Mr. Slott is a Professor of Practice at The American College of Financial Services and has been recognized by leading industry organizations for his significant thought leadership and contributions. He is one of the top pledge drivers of all time with his popular public television specials, the creator of Ed Slott’s Elite IRA Advisor Group℠ and the best-selling author with his latest book, The Retirement Savings Time Bomb Ticks Louder: How to Avoid Unnecessary Tax Landmines, Defuse  Latest Threats to Your >span class="outlook-search-highlight">Retirement Savings & Ignite Your Financial Freedom (Penguin Random House, 2024) scheduled for release in 2024. 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.


Ed Slott’s Top 2024 Tax-Season Conversations for Your Clients’ Retirement Savings
03/07/2024 at 11:00 AM (MST)  |  Recorded On: 03/07/2024
03/07/2024 at 11:00 AM (MST)  |  Recorded On: 03/07/2024
Course Evaluation
7 Questions
Certificate of Completion
0.0 CFP CE credits  |  Certificate available
0.0 CFP CE credits  |  Certificate available