Ed Slott and Company’s On-Demand Instant IRA Success eSeminar Now Available with New 2020 Tax Laws

Tuesday, March 24, 2020

Company Announcements

Financial Professionals Can Access Training from Home to Learn Critical Updates Under the SECURE Act

NEW YORK, March 24, 2020 — Ed Slott and Company, the nation’s leading provider of technical IRA education for financial advisors, CPAs and attorneys, has updated its Instant IRA Success eSeminar to include information about the new retirement tax laws implemented following the passage of the SECURE Act. The on-demand series is one of the first and most comprehensive training on the SECURE Act. The program is comprised of seven web-based sessions that provide education on IRA distribution planning topics and include critical 2020 retirement tax updates, such as legacy planning considerations with the elimination of the stretch IRA, the change of RMDs to age 72,  and new IRA savings opportunities for those over age 70 ½. To sign up for the “Instant IRA Success” eSeminar, financial professionals should visit irahelp.com/eseminar.

“From tax law changes that went into effect on January 1 under the SECURE Act to the current window of opportunity for Roth conversions amid extreme market volatility, financial professionals must be knowledgeable about the latest retirement planning strategies,” said Ed Slott, CPA, a nationally recognized IRA expert, founder of Ed Slott and Company and creator of irahelp.com. “Our eSeminar training provides the immediate and convenient training financial professionals need to navigate the complexities of retirement planning in 2020 and beyond from the comfort of their own home.”

Completing this course from America’s IRA Experts will equip financial professionals to answer clients’ most pressing retirement questions. Highlights include:

·     The latest updates to tax and IRA strategies and the impact of the new retirement tax laws under the SECURE Act 

·     IRA essentials, including strategies for the elimination of stretch IRAs, beneficiary form planning and employer plan rules 

·     A Roth IRA action plan to implement with clients and prospects 

·     25 powerful IRA rules every financial advisor must know 

·     Rules for naming trusts as IRA beneficiaries 

·     Guidance on key rollover decisions and early distributions 

The seven sessions included in the eSeminar are available to purchase as a group or separately so that financial professionals can listen at their own pace. Each session has been updated to reflect changes under the SECURE Act and comes with a 40-plus page manual that can be used as a reference guide. Completion of the Instant IRA Success eSeminar or attendance of a 2-day live training qualifies financial professionals to join Ed Slott’s Elite IRA Advisor GroupSM. This exclusive organization is comprised of nearly 450 of the nation’s top financial professionals who are dedicated to being leaders in the IRA industry. Members of this group have year-round access to Ed Slott and Company’s team of retirement experts for consultation on advanced planning topics and receive proprietary access to a wealth of additional resources to use when working with clients. 

For more information or to sign up for the eSeminar, visit irahelp.com/eseminar.

ABOUT ED SLOTT AND COMPANY, LLC: Ed Slott and Company, LLC is the nation’s leading provider of technical IRA education for financial advisors, CPAs and attorneys. Ed Slott’s Elite IRA Advisor Group is comprised of nearly 450 of the nation’s top financial professionals who are dedicated to the mastery of advanced retirement account and tax planning laws and strategies. Slott is a nationally recognized IRA expert, bestselling author and professional speaker. He was named a 2020 InvestmentNews Innovator and has hosted several public television specials, including his latest “Retire Safe and Secure! With Ed Slott.” Visit www.irahelp.com for more information.