[REPLAY] The 2025 IRA Revolution: Ed Slott’s Guide to Turning Tax Challenges into Maximum Client Value from Athene

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Recorded 01/09/2025 

Join Ed Slott, CPA, for The 2025 IRA revolution: guide to helping turn Tax Challenges into maximum client value. You’ll learn about:

  • Impacts a new tax agenda could have on your clients’ retirement strategies and ways to help them navigate potential changes
  • Traditional IRAs’ diminishing value and ways to pivot for modern estate planning
  • Advanced strategies that could help maximize your clients’ legacies 
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