HECM Advisors Group - Ed Slott Webinar | 5 High-Value Retirement Tax Planning Conversations

Learn the actionable conversation tools you need to jump start your business goals! With ominous tax proposals hanging over the future taxation of your clients’ retirement savings, what proactive planning strategies should you be discussing today to prepare?

Join America’s IRA Expert, Ed Slott, CPA, for his most timely insights to share with your clients, prospects, and centers of influence, including how to:

• Discuss estate planning after the SECURE Act including the new 2022 IRS RMD rules – plans need updating immediately

• Determine how to advise on Roth conversions to eliminate the uncertainty of future, higher tax bills

• Identify life insurance planning moves after the SECURE Act eliminated the stretch IRA

• Assemble timely tax-efficient charitable planning strategies using qualified charitable distributions (QCDs)

• Evaluate 2022 RMD planning considerations using the new IRS tables

Bio
Twitter
Facebook
Google+
LinkedIn
Latest Posts

Don Graves, RICP®, CLTC®, Certified Senior Advisor, CSA®

President and Chief Conversation Starter at HECM Advisors Group/Institute

Don Graves, RICP® is a Retirement Income Certified Professional and one of the Nation’s Leading Educators on the Emerging Role of Reverse Mortgages in Retirement Income Planning. He is president and founder of the HECM Institute for Housing Wealth Studies and an adjunct professor of Retirement Income at The American College of Financial Services. He has helped tens of thousands of Advisors as well as more than 3,000 personal clients since the year 2000