Ed Slott’s Top 2025 Tax-Season Conversations: The Biggest Retirement Tax Moves to Make Now
Includes a Live Web Event on 03/17/2025 at 11:00 AM (MDT)
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Tax planning is the #1 most in-demand service for retirement savers today, yet many high-net-worth clients feel they aren’t getting it from their advisors. With tax policy shifts on the horizon, advisors who deliver proactive tax strategies will stand out and grow their businesses in 2025.
Join America’s IRA Expert, Ed Slott, CPA, for a high-impact, must-attend session packed with the latest retirement tax strategies that will protect your clients’ savings and position you as the go-to expert in 2025, including:
- Why IRAs Are Now the Worst Asset to Own—And What to Do About It Traditional IRAs are becoming one of the most tax-inefficient assets. Learn why—and what to do before it’s too late.
- RMD Myths & Missteps: The Surprising Mistakes Even Smart Clients Make New rules and higher balances mean bigger tax bills. Learn why "waiting" on RMDs could cost your clients thousands—and how proactive planning can reduce the damage.
- 2025’s Tax Landscape: A Longer Runway for Strategic Planning With the possibility of extended tax cuts, advisors and clients have more time to be strategic. Learn how to take advantage of today’s favorable tax environment, optimize Roth conversions, and plan ahead for future changes.
- Charitable Giving 2.0: The Triple-Win Strategy How clients can satisfy RMDs, donate tax-efficiently, and generate annuity income in one move.
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. Mr. Slott is the creator of Ed Slott’s Elite IRA Advisor Group℠ — celebrating its 20th year in 2025 — and a 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). 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.
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