“Taxes will be the single biggest factor that separates people from their retirement dreams.” – Ed Slott

Who is Ed Slott?

Ed 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 advanced training to financial professionals and answers to retirement savers’ most important questions. Click here to learn more.

On May 17, 2022, we featured Ed Slott in an exclusive virtual event. This program featured strategies for navigating newly enacted tax rules.

Not only did Ed provide some great information, but he kept us thoroughly entertained! We were happy to see so many clients and non-clients alike register for our virtual educational event to learn from Ed Slott, America’s IRA Expert. Navigating the distribution phase of life can be tricky with all of the tax laws and regulations, but having a plan is key. If you missed it, don’t worry, you can still watch it by accessing the recording.

Click here for the event recap information and recording.

Highlights included:

• Coordinating your investment plan and tax strategy to minimize tax.
• Roth IRA conversions – should you or shouldn’t you? Plus new Roth benefits under the latest tax law changes.
• In depth look at major changes in new tax rules affecting your retirement planning.
• Creating a plan to reduce or eliminate the heavy taxes on distributions from IRAs, 401(k)s and other retirement savings, including Roth IRA conversions.
• Retirement savings now make up a substantial portion of a person’s net worth, but these funds have not yet been taxed. Learn what to do now to reduce or eliminate the big tax hit later.
• Why IRAs are often ignored in the typical retirement plan? Use it, leverage it or lose it to future taxes. Who is most at risk of losing their IRAs to needless taxes? How to avoid the most costly tax traps.
• How to avoid the big “stealth taxes” that can quickly wipe out your savings.
• The importance of the beneficiary form and how to keep it up to date. Plus, what your beneficiaries need to know.
• Reasons why people procrastinate when it comes to tax and estate planning. How to get your plan started now!

Why Ed Slott?

For the last 18 years Greg Storen has been an active member of Ed Slott’s Elite IRA Advisor Group, an exclusive organization dedicated to the ongoing study and mastery of constantly changing and complex tax laws impacting your retirement savings. Ed and his team of IRA Experts are a valued part of our back-office team to help provide you with the latest strategies to help answer your toughest questions and avoid unnecessary taxes on your retirement. Click here to learn more.