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ENGAGE 2020


ENG2002 - IRA and Retirement Planning - 2020 Update (EST, PFP)


Jun 8, 2020 1:30pm ‐ Jun 8, 2020 2:45pm

Description

This session will cover the best retirement tax planning strategies, after the massive changes made by the SECURE Act. These new tax rules will affect every client with a retirement account. Advisors will need to move quickly to update retirement tax and estate plans. Stretch IRAs have been eliminated and IRA trusts will no longer work as they did before. Planning for retirement savings will need to be reviewed and likely revised considering the new tax rules. Also included will be the latest cases and rulings. Find out the latest in the world of IRA tax planning.

Learning Objectives:
  • To understand the impact of the SECURE Act on all retirement, tax and estate plans.
  • To identify the clients most affected by the new retirement rules and help them update their retirement planning with new tactics now available.
  • To highlight the key areas where advisors can add the most value and increase consulting income.
  • To be aware of the latest tax and IRA distribution decisions from recent cases and rulings. These will apply to your clients who are relying on you for the right advice before making major decisions affecting their retirement savings.
  • To learn how to avoid the most costly IRA mistakes made by CPAs. Many of these errors are fatal. They cannot be fixed and the consequences are financially disastrous, to both you and your clients.
  • To immediately provide valuable and profitable information to clients who are at risk of making errors. They are not getting this information from their typical financial advisor. Be seen as a proactive retirement advisor, as opposed to reporting on events that happened last year. That’s too late.

Speaker(s):

  • Ed Slott, CPA, Partner, Ed Slott and Company, LLC
Tags: PFP EST
Category: Concurrent Session (Onsite and Online)

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