The Ed Slott conference wrapped up last Friday, and our team capped it off with a photo with Ed Slott himself. It was a highly educational experience, keeping us razor-sharp on the latest tax and retirement strategies tied to new government policies. #instantirasuccess #edslott

The very first thing my kids did with their very first W2 was to open a Roth and get the 5 year clock rolling. That said, if you are in the 15% or below tax bracket a Roth is just about the same initially as a traditional, but in the long haul makes way more sense. Between 15% and 24% it depends on many factors and above almost always a traditional can make sense. Lots of factors to the issue though. Retirement accounts are way more complex than most practitioners in either the planning world or the tax world realize. If you ever get the chance, take Ed Slott, CPAs class on IRAs. @edslott

🚨 New Episode Alert! 🚨 Join #retirement experts Ed Slott and @CPAPlanner in the latest episode of The Great Retirement Debate! This week, we’re tackling a crucial topic: what to do if you miss your Required Minimum Distribution (RMD). ✨ What You’ll Learn: - The consequences of missing RMDs - How to navigate penalties and catch up - Insider tips from Ed and Jeff to secure your retirement Don’t let a missed RMD derail your plans! 🎧 Tune in now! 👉 Watch/Listen Here: bit.ly/3XPw8cF #EdSlott #JeffLevine #Podcast #RMDs

Getting caught up on so many tax rules and regs for IRAs led by #EdSlott @theslottreport in La Jolla, CA at a 2-day workshop (Fri-Sat). Several new rules now in effect for 2024! I’ll be presenting to our clients at @CRAdvisorsGroup on 3/7 to share how they can benefit!

🔥Check out our exclusive interview with #Discover23 keynote speaker, #EdSlott! Watch now: okt.to/ysFUlB 🤩 #TruChoice #FinServ

🎤 We're excited to welcome the legendary EdSlott to the #Discover23 stage…and we could not be more excited! #TruChoice #FinServ

Revolutionize advanced planning with tech! Our expert Pete Hurley shared insights on scaling these essential services at the @theslottreport Elite IRA workshop. #FPAlpha #IRAadvisory #EdSlott #EliteIRAAdvisorGroup @AAltfest @AltfestPWM @IanFinn9

Your Year-End Tax Planning Guide With Ed Slott dlvr.it/SZzKrH | Stacking Benjamins @SBenjaminsCast @AverageJoeMoney #StackingBenjamins @notthefakeOG @theslottreport #EdSlott #YearEnd #TaxPlanning #Guide

Stacking Benjamins | Build To Win: Our Top Tax and Business Success Tips (with @BarbaraCorcoran & @theslottreport) dlvr.it/SZrC8V | @SBenjaminsCast @AverageJoeMoney #StackingBenjamins @notthefakeOG #BarbaraCorcoran #SharkTank #EdSlott #Business #Success #Tax #Tips

Awesome to be on stage representing @_FPAlpha! There is no better place to discuss our ability to scale tax planning and Roth conversions than at #EdSlott, CPA's Elite IRA Advisor Group. Thanks, @theslottreport! #financialadvisor #financialplanning #FPAlpha

So great to be back in person with IRA guru #EdSlott at the #RetirementIncomeSummit in Chicago.

Back together in person at the Investment News #RetirementIncomeSummit in Chicago: IRA guru #EdSlott and #MaryBethFranklin #SocialSecurity #RetirePro .

Ed Slott Says Backdoor Roths Are Back On The Menu Advisors should tell their high-income clients to take full advantage of the strategy. @edslott ⁦@FAmagazine⁩ fa-mag.com/news/ed-slott-say…

“If you’re a retirement advisor, take a lesson from Marco Oddermat. You got to get it done, and right -- even in bad conditions.” –Sarah Brenner #InstantIRASuccess #GoldMedal #TheBestTrainforIt #EdSlott #livetraining

If you are attending the @theslottreport 2-Day IRA Workshop today, make sure you stop by White Glove's virtual booth and say "hi" to Nate! #Finserv #Fintech #IRA #EdSlott

Meet the 2021 IA25: VIPs Pushing Advisors Forward: Retirement Experts thinkadvisor.com/2021/04/22/… @InvestAdvMag @GingerSzalaInk @davidmblanchett @FinkeonFinance @RetirementRisks @Kotlikoff @MarciaMantell @RetirementRsrch @edslott

Tax day may have moved to July but should your clients really wait to file? @EdSlott tells us the pros and cons of each scenario. #INTaxTips bit.ly/2W0hdh4

Hats off to the Icons & Innovators recognized by @investmentnews h/t @AaronKlein @ritholtz @HDelux @edslott @theslottreport @CynthiaLoh1 @goCNote @grochejr @R_Alan_Moore @DeborahSFox iconsandinnovators.com/ #wealthmanagement #wealthtech #finserv #fintech

Press Release: Lane Martinsen completes advanced training from America's IRA Experts at Ed Slott and Company, LLC martinsenwealth.com/local-fi… #EdSlott #IRA #Retirement #StayRetired

Ready for a full day of learning at our @theslottreport event! #IRAleadership #edslott