Description
Time is ticking to lock in historically low tax rates and transform client outcomes!
Recent data reveals a staggering $40 trillion in U.S. retirement assets, representing an unprecedented opportunity for savvy financial advisors. Join America's IRA Expert, Ed Slott, CPA, for an urgent and transformative presentation on maximizing retirement tax planning opportunities in 2025 and beyond. With new regulations and expiring low tax rates on the horizon, financial advisors must be prepared to guide their clients through this storm of opportunity. The demand for high-value tax planning services has never been greater, and the time to act is now.
As tax laws evolve and potential policy changes loom, advisors must stay agile, ready to rethink traditional strategies to add significant value to clients' retirement outcomes and grow their businesses.
Learning Objectives
1. Maximizing Client Value & Preparing for Policy Shifts: How the new administration’s tax agenda could reshape retirement strategies. Equip your clients to capitalize on potential changes with proactive planning.
2. 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.
3. Revolutionizing Wealth Transfer: Discover why traditional IRAs are losing their edge and how to pivot your strategies for a new era of estate planning.
4. 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.