• The Shocking Final Decision : The convoluted 10-year RMD rule for inherited IRAs is here to stay
• An Expensive & Surprising Tax Trap : Key points for spouse beneficiaries
• Big Changes : New rules for IRA trust beneficiaries , including reduced complexities and challenges
• Proactive Planning Tips : Strategies to minimize taxes for your clients and their beneficiaries
Learn more and register today at irahelp . com / 2-day
Ed Slott , CPA |
Sarah Brenner , JD |
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Andy Ives , CFP ®, AIF ® |
Ian Berger , JD |
Ed Slott and Company ’ s Exclusive 2-Day IRA Workshop INSTANT IRA SUCCESS
Featuring the latest retirement tax law changes , including the NEW SECURE Act 2.0 and the latest RMD rules in effect NOW !
SEPTEMBER 19-20 , 2024 Virtual
LIVE !
FEBRUARY 20-21 , 2025 Orlando , FL
Ed Slott and Company ' s
2-Day IRA Workshop INSTANT IRA SUCCESS
$ 300 Off
Promo Code :
FINADV
More than four years after the SECURE Act took effect , the IRS has released its long anticipated final regulations on July 18 providing new clarity on these complex tax rules — plus proposed regulations for SECURE Act 2.0 . These significant RMD changes are crucial for all advisors to understand and discuss with their clients now !
• The Shocking Final Decision : The convoluted 10-year RMD rule for inherited IRAs is here to stay
• An Expensive & Surprising Tax Trap : Key points for spouse beneficiaries
• Big Changes : New rules for IRA trust beneficiaries , including reduced complexities and challenges
• Proactive Planning Tips : Strategies to minimize taxes for your clients and their beneficiaries
Learn more and register today at irahelp . com / 2-day
irahelp . com | 800-663-1340 | info @ irahelp . com
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