Taxes, Roth Conversions,
and Income Strategies
An Educational Series Featuring. Ed Slott, CPA
Ed Slott kicked-off our three-part series covering his guide to turning tax challenges into maximum client value. Please be sure to join our bonus webinars discussing Roth Conversions and Income Strategies.
WATCH RECORDED WEBINAR NOW!
**NOTICE: Access to Recorded Webinar and Slides Expires April 20, 2025**
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To access Ed's presentation slides, please contact your TruChoice wholesaler or complete the request form below:
March
20
Join America's IRA Expert, Ed Slott, CPA, for an urgent and transformative presentation on maximizing retirement tax planning opportunities in 2025 and beyond. With new regulations and expiring low tax rates on the horizon, financial advisors must be prepared to guide their clients through this storm of opportunity. The demand for high-value tax planning services has never been greater, and the time to act is now.
Key Focus Areas:
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Maximizing Client Value & Preparing for Policy Shifts
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Ed Slott's Tax Planning Paradigm Shift
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Revolutionizing Wealth Transfer
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Defying Higher Taxes
Ed Slott's Guide to Turning Tax Challenges into Maximum Client Value:
INFORMATION
1:00 PM (CT)
March
27
1:00 PM (CT)
Roth conversions continue to garner attention as clients grapple with the tax consequences of large 401(k) and traditional IRAs. As a result, many clients are looking to explore whether converting a portion of their traditional 401(k)s and IRAs to a Roth IRA is right for them. And, while on paper the concept may seem attractive, there can be unintended consequences for those who do not understand the impact the additional income will have on their financial strategies. Additionally, there may be other approaches that clients may wish to explore to achieve their financial goals.
Join us as we dig into the details of Roth conversions and alternative approaches to this financial strategy.
Roth Conversions:
Devil is in the Details
INFORMATION
April
3
1:00 PM (CT)
Annuities continue to see record-breaking sales growth. For many clients, annuities can offer peace of mind and the ability to address many of the challenges associated with longevity and retirement income. However, are your clients getting what they paid for?
Join us as we explore ways to leverage the benefits associated with annuities and why it is important for financial professionals to understand many of the assumptions insurance companies use when building retirement income products.