Ed Slott ' s 2-Day IRA Workshop February 20-21 , 2025 | Orlando , FL CE Credits Available
• Expiring tax breaks creating planning urgency with low tax rates set to increase after 2025 — the clock is ticking for high-value planning with your clients !
• Final SECURE Act regulations : The shocking final decision on the 10-year RMD rule for inherited IRAs and new rules for IRA trust beneficiaries .
• New proposed SECURE 2.0 regulations : A new , expanded uniform lifetime table for spouse beneficiaries and a costly and surprising tax trap for surviving spouses .
Ed Slott , CPA |
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Sarah Brenner , JD |
Andy Ives , CFP ®, AIF ® |
Ian Berger , JD |
Unlock Your Share of the $ 40 TRILLION RETIREMENT OPPORTUNITY
Ed Slott ' s 2-Day IRA Workshop February 20-21 , 2025 | Orlando , FL CE Credits Available
Recent data reveals a staggering $ 40 trillion in US retirement assets . This represents an unprecedented opportunity for savvy financial advisors – but only if you have the right knowledge and strategies .
Highlights of key recent changes include :
• Expiring tax breaks creating planning urgency with low tax rates set to increase after 2025 — the clock is ticking for high-value planning with your clients !
• Final SECURE Act regulations : The shocking final decision on the 10-year RMD rule for inherited IRAs and new rules for IRA trust beneficiaries .
• New proposed SECURE 2.0 regulations : A new , expanded uniform lifetime table for spouse beneficiaries and a costly and surprising tax trap for surviving spouses .
Why Attend :
These new rules impact virtually every client with an IRA or retirement plan . As news continues to break , this live training will prepare you to answer the top questions from your clients , prospects , and centers of influence . This is an event you cannot afford to miss !
VISIT irahelp . com / 2-day to register today $ 300 OFF Promo code : FINADV
“ This material is priceless in this changing regulatory financial environment . It made me more confident to meet with clients and other advisors regarding IRAs , 401ks , and trusts ”. — Denise Sowell , GA
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