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This 2-day workshop focuses on the latest retirement tax law changes, including the SECURE Act 2.0 and new RMD rules. It is designed for financial advisors seeking to enhance their knowledge and skills in retirement planning, especially in the context of changes in IRA regulations and strategies to help clients minimize taxes and have better control over their assets.
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Ed Slott and Company is a financial services firm that specializes in training financial advisors on retirement planning, particularly in the areas of IRA (Individual Retirement Account) distribution and tax strategies.
Individuals and financial professionals involved in handling retirement accounts and tax strategies, particularly those using IRA distributions, may be required to comply with the training and guidelines provided by Ed Slott and Company.
To fill out documentation or forms related to Ed Slott and Company, one should first complete the required training courses, follow the guidelines provided, and ensure that all necessary financial data related to IRA accounts is accurately reported.
The purpose of Ed Slott and Company is to educate financial advisors and professionals on effective retirement planning strategies, ensuring they understand complex tax laws and regulations to better serve their clients.
Information that must be reported typically includes specific details about IRA distributions, tax implications, strategies for retirement planning, and adherence to IRS regulations.
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