FA Magazine December 2024 | Page 63

In appreciation of our relationship with Financial Advisor Magazine , we ’ d like to offer readers an exclusive discount to our upcoming workshop :
Ed Slott , CPA
Sarah Brenner , JD
Andy Ives , CFP ®, AIF ®
Ian Berger , JD

Ed Slott and Company ’ s Exclusive 2-Day IRA Workshop INSTANT IRA SUCCESS FEBRUARY 20-21 , 2025 | ORLANDO , FL

Featuring the latest retirement tax law changes , including the NEW SECURE Act 2.0 and the latest RMD rules in effect now and beyond !
If you ’ re looking to ‘ up your game ’ in the financial services business as an advisor , Ed Slott dials in the most recent legislative and tax changes to move you to ‘ HERO ’ status . — Sarah Schmitz , Parker , CO
Promo

$ 400 OFF Code : HOLIDAYFA Expires

Dec . 31 , 2024
Learn more and register today at irahelp . com / 2-day
irahelp . com | 800-663-1340 | info @ irahelp . com
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