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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 is a nationally recognized IRA distribution expert, professional speaker, television personality, and best-selling author. He is known for his unparalleled ability to turn advanced tax strategies into understandable, actionable and entertaining advice. He has been named “The Best Source for IRA Advice” by The Wall Street Journal, and USA Today wrote, “It would be tough to find anyone who knows more about IRAs than CPA Slott.”

As president and founder of Ed Slott and Company, LLC, the nation’s leading source of accurate, timely IRA expertise and analysis to financial advisors, institutions, consumers and media, he provides:

  1. Advanced training to financial professionals to become knowledgeable recognized leaders in the retirement marketplace; and
  2. Answers to retirement savers’ most important questions, continually providing practical, easy-to- understand information on IRA, retirement, tax and financial planning topics.

Mr. Slott is a Professor of Practice at The American College of Financial Services and regularly presents on IRA and estate planning strategies at both consumer events and conferences for financial advisors, insurance professionals, CPAs and attorneys, including virtual events drawing thousands of attendees nationwide. He has provided topical keynote presentations for leading financial membership organizations, including the Financial Planning Association, National Association of Personal Financial Advisors, Estate Planning Councils and the American Institute of Certified Public Accountants, as well as leading corporate financial firms coast-to-coast. He is also the creator of Ed Slott’s Elite IRA Advisor Group sm, an organization of more than 475 of the nation’s top financial professionals who attend his ongoing continuing-education programs to maintain a mastery of advanced retirement account and tax planning laws.

Mr. Slott 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. He was named a 2020 InvestmentNews Innovator for his significant contribution to helping advisors improve client outcomes and tackle industry challenges as well as the 2020 Sidney Kess Award Winner for excellence in continuing education by the AICPA ®. He is also 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 is Accredited Estate Planner (AEP) distinguished.

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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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Live Viewing: 0.0 CFP CE credits and certificate available
Live Viewing: 0.0 CFP CE credits and certificate available