“The retirement planning panorama has been turned on its head within the final couple of years, and now, the IRS has issued new RMD guidelines that change the way in which payouts to beneficiaries will work,” mentioned Slott. “A few of these new RMD guidelines are much more complicated than ever earlier than – however advisors should know them to assist their shoppers make sure that they’re withdrawing the proper RMD quantity. By way of IRA Success, my group and I share this sort of pertinent info on The School’s strong studying platform.”
“Ed Slott is the foremost monetary planning knowledgeable on IRAs. No person is aware of extra in regards to the myriad of methods advisors can use to make the most of IRA planning alternatives, and no one explains these methods extra clearly than Ed and his group,” mentioned Michael Finke, PhD, CFP®, Professor of Wealth Administration at The American School of Monetary Companies. “This program gives deep perception right into a confirmed supply of worth that advisors can present for his or her shoppers.”
With an emphasis on the SECURE Act and new 2022 IRS RMD guidelines, the 12-course program covers every part from recognizing new backdoor Roth alternatives to figuring out key beneficiary classes nonetheless eligible for stretch IRA provisions. Every course comes with a video presentation, sources to make use of with shoppers and a digital course handbook as an intensive reference instrument.
“I’m proud to work with Ed Slott to create complete retirement planning schooling for monetary professionals. The IRA Success program that Ed Slott and his firm have created is the right complement to the Retirement Revenue Licensed Skilled® (RICP®) Program for advisors in search of an entire understanding of the intricacies and potential errors made with certified retirement plans,” mentioned Wade Pfau, PhD, CFA, RICP®, Professor of Retirement Revenue at The American School of Monetary Companies.
As a number one supply of well timed IRA experience and evaluation to monetary advisors, establishments and customers, Slott and his group drastically broaden The School’s data choices by offering sensible, easy-to-understand info on IRA and retirement distribution planning to assist monetary professionals put together their shoppers to safe hard-earned retirement financial savings and navigate potential tax pitfalls. IRA Success is on the market for a tuition of $205 per course or $2,195 for the complete program.
ABOUT ED SLOTT
Ed Slott, CPA, is the nationally acknowledged IRA and retirement planning distribution knowledgeable, best-selling creator {and professional} speaker. His newest books embrace “Ed Slott’s Retirement Choices Information: 2022 Version” (IRAHelp, 2022), “The New Retirement Financial savings Time Bomb” (Penguin Random Home, 2021,) and “Fund Your Future: A Tax-Good Financial savings Plan in Your 20s and 30s” (IRAHelp, 2021). He has additionally hosted a number of public tv packages, together with his newest, “Ed Slott’s Retirement Freedom!” (2022). As an AARP columnist, Slott additionally writes a Q&A column the place he solutions customers’ retirement planning questions. His firm, Ed Slott and Firm, LLC, is the nation’s main supplier of technical IRA schooling for monetary advisors, CPAs and attorneys. Ed Slott’s Elite IRA Advisor GroupSM is comprised of practically 500 of the nation’s prime monetary professionals who’re devoted to the mastery of superior retirement account and tax planning legal guidelines and techniques. Go to irahelp.com for extra info and join with Ed Slott and Firm on LinkedIn, Fb and Twitter.
ABOUT THE AMERICAN COLLEGE OF FINANCIAL SERVICES
The American School of Monetary Companies was based in 1927 and is the nation’s largest nonprofit instructional establishment dedicated to monetary companies. Holding the very best stage of educational accreditation, The School has educated one in 5 monetary advisors throughout america and gives two grasp’s levels in administration and monetary companies, together with prestigious monetary planning designations such because the Retirement Revenue Licensed Skilled® (RICP®), Chartered Life Underwriter® (CLU®), Wealth Administration Licensed Skilled® (WMCP®), Chartered Advisor in Philanthropy® (CAP®), Chartered Particular Wants Guide® (ChSNC®), Chartered Monetary Guide® (ChFC®), and schooling resulting in the Licensed Monetary Planner™ (CFP®) certification. The School’s school represents a number of the foremost thought leaders within the monetary companies career. Go to TheAmericanCollege.edu and join with us on LinkedIn, Fb, Twitter, Instagram, and YouTube.
Contacts:
Jill Jagelski Schofield
AdvisorPR
973 796 4100/ [email protected]
SOURCE Ed Slott and Firm