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How we keep up with the latest retirement and estate planning strategies and tax law changes

November 17, 2022
Ever wonder how your Financial Planner keeps up with the latest retirement account planning strategies, estate planning techniques and tax law?
I wonder about that too. As a member Members of Ed Slott’s Elite IRA Advisor Group(SM), I recently attended my semiannual training with America’s IRA Experts at Ed Slott and Company, LLC. The workshop provided in-depth technical training on advanced retirement account planning strategies, tax law changes and estate planning techniques and featured a SECURE Act update since the IRS released 2022 proposed regulations earlier this year that provide guidance on many parts of the law.
Our training included:
•A detailed look at 2022 required minimum distribution (RMDs) including updates on determining required beginning dates (RBDs) and the “still working” exception
•A comprehensive IRA update on the latest IRA tax laws changes, new tax strategies, rulings, court cases and planning opportunities
•An in-depth look at helping clients navigate key rollover decisions and a step-by-step evaluation process to help determine whether it’s best to roll over, stay put or withdraw.
•Best practice tips when advising families with special needs beneficiaries was provided by guest speaker Kirsten M. Lewis, Esq. with The Bowden law Firm, LLC
•Strategies to avoid IRA trust disasters was presented by guest speaker Shannon L. Evans, J.D.