7 Ways the Tax Cuts and Jobs Act Affects IRA Planning

When:  Aug 23, 2018 from 13:00 to 14:00 (ET)
The next Tax & Estate Knowledge Circle call will be held on, Thursday, July 23rd at 1 PM ET.  Guest speaker Ed Slott will be presenting, "7 Ways the Tax Cuts and Jobs Act Affects IRA Planning".

The Tax Cuts and Jobs Act is chock full of sweeping changes that touch every client. Most provisions are already effective. This and other recent trends put financial advisors in the best possible position to increase income by providing new high value retirement planning services. Tax bracket management will be critical along with mining the new tax law for planning strategies. Your top clients and prospects need help navigating an increasingly complex tax code that will erode their retirement income and leave less for heirs. Learn what to do right now to create lasting practical retirement, tax and estate plans that showcase your expertise.

Topics that will be covered on the will be:

1. Roth IRA Recharacterizations
2. Back Door IRA Conversions
3. Kiddie Tax
4. Charity Deductions
5. Estate and Gift Taxes
6. Investment Expenses
7. Alimony

Ed Slott is a nationally recognized professional speaker and has starred in several nationally aired public television specials including his most recent, “Retire Safe & Secure! with Ed Slott” (2018).

Slott created The IRA Leadership Program™ and Ed Slott’s Elite IRA Advisor GroupSM, which were developed specifically to help financial professionals earn recognition as leaders in the IRA marketplace.

Mr. Slott is an accomplished author of many financial and retirement-focused books, including most recently Ed Slott’s Retirement Decisions Guide: 2018 Edition (IRAHelp, 2018) and Fund Your Future: A Tax-Smart Savings Plan in Your 20s and 30s (IRAHelp, 2018). Slott also publishes Ed Slott's IRA Advisor, a monthly IRA newsletter. He is a personal finance columnist for numerous financial publications.

As a thought leader in the retirement industry, Slott is often quoted in The New York Times, The Wall Street Journal, Forbes, Money, Kiplinger’s, USA Today, Investment News and a host of additional national magazines and financial publications. He has appeared on numerous national television and radio programs. Mr. Slott is also a consultant to financial information websites.

 He is a past Chairman of the New York State Society of CPAs Estate Planning Committee and editor of the IRA planning section of the CPA Journal. Mr. Slott is the recipient of the prestigious Excellence in Estate Planning and Outstanding Service awards presented by The Foundation for Accounting Education. He is a former Board member of The Estate Planning Council of New York City and an Accredited Estate Planner (AEP) distinguished.

Ed Slott was named “The Best” source for IRA advice by The Wall Street Journal.




Location

Online Instructions:
Url: http://fpa.adobeconnect.com/taxplanningkc/
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