Unsure about the new planning opportunities unlocked by the SECURE 2.0 Act? Unclear where IRAs stand as wealth transfer tools after the SECURE Act? IRAs are complex, loaded with taxes, and most errors are permanent!
Learn from America’s IRA Expert and Professor of Practice Ed Slott, CPA, and his team with the only e-learning program distilling the most sought-after area of financial planning today–the distribution phase in retirement!
Ed Slott and Company’s IRA Success is an on-demand, CE-eligible, 12-course program covering the impact of the SECURE 2.0 Act and SECURE Act on Individual Retirement Accounts (IRAs), trusts as IRA beneficiaries, required minimum distributions (RMDs), estate planning with IRAs, and more.
View an on-demand program demo with Slott and his team by filling out the form and see how our program can help you: