Tax & Estate Planning Knowledge Circle: Planning for the SECURE Act 2.0 and Strategies from Ed Slott on how to Avoid the Retirement Savings Tax Time Bomb!
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Join us for the August Tax and Estate Planning Knowledge Circle. In this event, Knowledge Circle Host Scott Bishop will be interviewing and talking with nationally recognized IRA distribution expert, professional speaker, television personality, and best-selling author, Ed Slott, CPA.. In this conference Ed will be sharing:
1. Changes in IRAs and Retirement Planning that is expected given the SECURE Act 2.0 changes currently being discussed in congress,
2. IRS Proposed Regs on potential changes in RMDs for inherited IRAs,
3. And tips and strategies for retirement planning given the overall changes related to the loss of the lifetime stretch IRA.
As Scott is also one of Ed’s Master Elite IRA AdvisorsTM, this knowledge circle discussion between Scott and Ed will include great information, tips and planning strategies to help you and your clients avoid the Tax Time Bomb when planning for their retirement income needs (as also discussed in Ed’s most recent book “The New Retirement Savings Time Bomb”).
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.
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