[WEBINAR] Navigating Year-End IRA Strategies 2023 from Athene

Join Ed Slott, CPA and recognized IRA expert, who’ll provide his best strategies to share with clients now, before 2023 ends. Learn more about:

• RMD Clarity: Due to the numerous recent Required Minimum Distribution (RMD) changes, clients and their beneficiaries will be asking if they need to take an RMD by year end.
• Strategic Roth Conversions: Learn which clients may benefit from converting now, considering future tax rates and Medicare implications.
• Distribution Planning: Is it wise for clients to take more than their annual RMD in 2023? Ed Slott weighs in on best practices.