Collectively, the 2 monetary schooling leaders present an industry-first program that features the most recent data on the IRS’s new RMD guidelines
NEW YORK, June 7, 2022 /PRNewswire/ — Ed Slott and Firm, the nation’s main supplier of technical IRA schooling for monetary advisors, CPAs and attorneys, pronounces the launch of IRA Success, a newly up to date schooling program for monetary professionals powered by The American Faculty of Monetary Providers.
Ed Slott and Firm Named to ThinkAdvisor’s LUMINARIES Class of 2021 (PRNewsfoto/Ed Slott and Firm)
Masking the most recent retirement and tax planning legal guidelines and methods below the SECURE Act and CARES Act in addition to the most recent RMD guidelines launched by the IRS in February 2022, IRA Success is an modern, CE-approved, self-study program. It combines the experience and clear-cut language of America’s IRA Professional Ed Slott, CPA, founding father of irahelp.com and Professor of Apply at The American Faculty of Monetary Providers, and his group of IRA Consultants with The Faculty’s confirmed ends in e-learning design and supply. People who enroll by July 15, 2022, will obtain a $110 low cost off the total tuition value. To study extra and to register for IRA Success, go to TheAmericanCollege.edu/IRASuccess.
“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 type of pertinent data on The Faculty’s strong studying platform.”
“Ed Slott is the foremost monetary planning knowledgeable on IRAs. No person is aware of extra concerning 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 Faculty of Monetary Providers. “This program offers deep perception right into a confirmed supply of worth that advisors can present for his or her shoppers.”
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With an emphasis on the SECURE Act and new 2022 IRS RMD guidelines, the 12-course program covers every thing 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 device.
“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 Earnings Licensed Skilled® (RICP®) Program for advisors looking for an entire understanding of the intricacies and potential errors made with certified retirement plans,” mentioned Wade Pfau, PhD, CFA, RICP®, Professor of Retirement Earnings at The American Faculty of Monetary Providers.
As a number one supply of well timed IRA experience and evaluation to monetary advisors, establishments and customers, Slott and his group vastly develop The Faculty’s information choices by offering sensible, easy-to-understand data 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 offered for a tuition of $205 per course or $2,195 for your entire program.
ABOUT ED SLOTT
Ed Slott, CPA, is the nationally acknowledged IRA and retirement planning distribution knowledgeable, best-selling writer {and professional} speaker. His newest books embrace “Ed Slott’s Retirement Selections 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 methods. Go to irahelp.com for extra data and join with Ed Slott and Firm on LinkedIn, Fb and Twitter.
ABOUT THE AMERICAN COLLEGE OF FINANCIAL SERVICES
The American Faculty of Monetary Providers was based in 1927 and is the nation’s largest nonprofit academic establishment dedicated to monetary providers. Holding the very best degree of educational accreditation, The Faculty has educated one in 5 monetary advisors throughout the USA and presents two grasp’s levels in administration and monetary providers, together with prestigious monetary planning designations such because the Retirement Earnings Licensed Skilled® (RICP®), Chartered Life Underwriter® (CLU®), Wealth Administration Licensed Skilled® (WMCP®), Chartered Advisor in Philanthropy® (CAP®), Chartered Particular Wants Marketing consultant® (ChSNC®), Chartered Monetary Marketing consultant® (ChFC®), and schooling resulting in the Licensed Monetary Planner™ (CFP®) certification. The Faculty’s college represents a number of the foremost thought leaders within the monetary providers career. Go to TheAmericanCollege.edu and join with us on LinkedIn, Fb, Twitter, Instagram, and YouTube.
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