[WEBINAR] 2022 Tax Update with Ed Slott from Athene

5 High-Value Retirement Planning Conversations to Have Before Year-End

Ed Slott, CPA, shares 5 of the best IRA and retirement planning strategies for 2022, based on the latest tax rule changes, and how to identify the clients who will benefit most from them. These are all specific high-value actions financial professionals can use immediately with clients, beneficiaries, prospects, CPAs, attorneys, and other referral sources. 

You’ll learn more about:

1. Planning for the end of the stretch IRA
2. Roth IRA conversion planning, including pros, cons and timing
3. Life insurance planning
4. Qualified Charitable Distributions and Charitable tax planning
5. Estate and gift planning strategies with looming Tax Reform