Ed Slott’s Top 2026 Tax-Season Conversations for Your Clients’ Retirement Savings
Includes a Live Web Event on 03/19/2026 at 11:00 PM (MDT)
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Tax returns often reveal where proactive retirement tax planning was missing—and why earlier decisions matter.
Join America’s IRA Expert, Ed Slott, CPA, for a focused discussion on the most important retirement tax conversations advisors should be having with clients right now. Drawing on current tax law, recent IRS guidance, and real-world planning scenarios, Ed will highlight where advisors commonly see missed opportunities and avoidable mistakes revealed during tax season.
Key discussion areas include:
- Planning years advisors commonly miss before RMDs begin
- Roth conversion timing decisions that continue to raise questions
- Recurring RMD and distribution issues
- Rollover decisions that deserve closer scrutiny
This session is designed to help advisors apply current retirement tax rules with greater clarity, identify common planning risks, and more confident client decisions year-round—not just at filing time.
Competency Level: Advanced
FPA Competency: Critical Thinking
CFP Board Topic: Tax Planning
CFP Board CE Credit Hours: 0
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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