Description
Time is ticking to lock in historically low tax rates and transform client outcomes!
Join America's IRA Expert, Ed Slott, CPA, for an urgent and transformative presentation on maximizing retirement tax planning opportunities in 2025 and beyond. As we approach a critical juncture in tax legislation, financial advisors must be prepared to guide their clients through an impending tax tsunami—where new IRS regulations collide with expiring low tax rates. This perfect storm demands high-value tax planning services that clients desperately seek before the clock runs out!
Key Focus Areas:
Urgent Action Required: Capitalize on historically low tax rates before scheduled increases take effect.
Navigating the IRS Final SECURE Act Regulations– effective in 2025. Unravel the complexities of the final 10-year RMD rule, understand critical changes affecting IRA beneficiaries, and gain clarity on the latest SECURE Act and SECURE 2.0 rules.
Ed Slott's Tax Planning Paradigm Shift: Embrace the 'maximum, not minimum' distribution strategy. Learn why long-term tax planning should drive distribution decisions to control tax rates today, tomorrow, and beyond.
Revolutionizing Wealth Transfer: Discover why traditional IRAs are losing their edge and how to pivot your strategies for a new era of estate planning.
Defying Higher Taxes: Explore advanced strategies, from Roth conversions to life insurance and creative charitable planning, that can outsmart tax increases and amplify your clients' legacies.
How to gain a competitive edge by offering solutions to the most pressing retirement planning challenges.
1-Hour Program (60 minutes)
Introduction – New opportunities for financial and tax advisors ..……... 5 minutes
Identifying clients and beneficiaries whose plans need updating …….… 10 minutes
Explaining the latest changes to the RMD Rules – Per IRS Regulations … 10 minutes
The new retirement planning paradigm shift …………………………...10 minutes
Roth IRA planning strategies ……………………………..………….. 10 minutes
Life Insurance planning opportunities ……………………………… 10 minutes
Charitable planning tactics …………………………………………… 5 minutes
Learning Objectives
When students complete this course, they will:
· Recognize the key 2025 retirement tax planning opportunities and strategies to capitalize on
· Understand the most important SECURE Act and SECURE 2.0 Act changes
· Gain a clear understanding of the 2025 RMD rules based on the latest IRS Regulations
· Identify clients and beneficiaries who will most need to update their retirement tax plans
· Learn why a new retirement planning paradigm is needed and how to address this with clients
· Be able to explain the need for alternative solutions to the retirement tax problem, including Roth IRAs, Life Insurance and Charitable planning
. Have the knowledge to create more efficient retirement, tax and estate plans for 2025 and beyond