Description
If you want to finish 2025 strong, now is the time to deliver proactive, high-value planning conversations that drive client trust.
Join America’s IRA Expert and his team of experts for this power-packed mid-year session designed to help advisors stand out with timely guidance, next-level tax knowledge and planning insights your clients can’t get from generic tax prep or robo-advice.
Learning Objectives
• Learn how to use IRA tax strategies to initiate bigger-picture planning with high-net-worth clients—especially those facing RMDs or looking to reduce future tax burdens.
• Learn how to shift the tax conversation: Roth conversions, QCDs and knowing when to stop IRA/401(k) contributions can all help clients lock in today’s low rates.
• Learn how to guide clients through rollover decisions after job changes or early retirements.
• Learn how to address hidden tax risks for IRA beneficiaries and legacy plans that no longer work under the SECURE Act.