Help your clients take financial control, avoid unnecessary taxes and combat the latest threats to their retirement savings
Obstacles and volatility facing retirement accounts are constant variables, and they are continuing to snowball with exponential speed and complexity! The stock market, interest rates, tax laws, and the political and regulatory environment surrounding a global pandemic and best interest legislation, just to name a few, are a ticking time bomb! Meanwhile, your clients’ retirement savings are waiting in balance.
How will your clients remember you and the actions you took during these trying times? It is said that crisis does not build character— it reveals it.
Empty claims of being a “retirement expert” will quickly end in costly mistakes for those unequipped with the latest knowledge and advice. Leading financial advisors, those who take the reins during one of the most difficult periods in recent American history, need to be knowledgeable on these significant tax laws and updates.
The urgency for knowledgeable, professional advice has never been more essential!
Help your clients have more, keep more and make it last with up-to-the-minute IRA education!
The SECURE Act took effect in 2020, creating three categories of beneficiaries and requiring urgent planning updates surrounding the end of the stretch IRA. Beneficiaries who inherited accounts before 2020 are still subject to old rules, and now, with new 2022 life expectancy tables released, even more confusion is created surrounding which RMD rules apply to which clients. Our team of IRA Experts has been flooded with questions from thousands of Americans— consumers, professionals and media alike.
As news continues to break, this live training will prepare you to answer the top questions from your clients, prospects and centers of influence.
After two days, you will be armed with immediately-actionable intel to help your clients maximize their hard-earned retirement savings.