Ed Slott and Company’s Instant IRA Success eSeminar | Ed Slott and Company, LLC

Ed Slott and Company’s Instant IRA Success eSeminar

Ed Slott and Company's eSeminar is now available ON DEMAND!

Listen in your office, at your home or on the go! You can now listen to each session at your convenience, allowing you to gain timely and critical IRA information when it fits into your busy schedule.

The NEW tax laws have created consumer confusion, and in turn, MASSIVE opportunities to stake your claim as an expert in your field. Guide your clients to safety and impress high-net-worth prospects with the latest IRA distribution planning strategies.

Our online training includes 7 web-based sessions packaged as a group or available separately. Each 90-minute session comes with a 40-plus-page handout.  After listening to the recording, take a quiz to test your knowledge.  In order to be eligible to join Ed Slott's Elite IRA Advisor Group, you must successfully pass each quiz. 

With your registration, you have access to the materials for a 6 month period. 


Ed Slott and Company’s Instant IRA Success eSeminar includes 7 sessions packaged as a group or available separately.  You can take individual sessions for $289/session or take all 7 sessions for $1795.

Below is a list of the 7 sessions offered.

IRA Essentials

Stretch IRA/Beneficiary Forms/Roth Employer Plan Rules

25 IRA Rules – Part 2

Eligible Rollover Distribution Mistakes/Required Distributions on Inherited IRAs/Non-Spouse Beneficiary Rules/60-Day Rollover Relief

Roth IRAs

Roth Conversion Planning/3 Roth Conversion Questions You Need to Ask/Estate Planning with Roth IRAs

Naming Trusts as IRA Beneficiaries

Everything You Need to Know About Naming Trusts as IRA Beneficiaries/Latest IRA Trust Rulings and Planning Strategies

Critical IRA Updates

IRA Update/The Latest IRA Changes, Rulings and Cases

Rollover Decisions and Early Distributions

Advising Clients on Key Rollover Decisions/Net Unrealized Appreciation Rules and Strategies for Employer Stock/Special 10-Year Averaging/72(t) Rules for Early IRA and Plan Distributions

25 IRA Rules – Part 1

When Required Distributions Must Begin/Year of Death Required Distributions/Reporting Requirements/5-Year Rule Confusion



Ed Slott and Company’s Instant IRA Success eSeminar is a web-based training series that educates financial professionals on IRA-distribution planning. 

Below are some of the course highlights:

  • The latest IRA updates so you are on top of the tax law and IRA regulations for your clients and prospects

  • A Roth IRA action plan to implement with existing clients and prospects

  • 25 powerful IRA rules every financial advisor should know

  • Life insurance planning with IRAs

  • Everything you need to know about naming trusts as IRA beneficiaries

  • Information on net unrealized appreciation, the BIGGEST tax breaks in the tax code and 72(t) rules

  • Receive a 40+ page handout with each session

  • Complete all 7 sessions and become eligible to join Ed Slott's Elite IRA Advisor Group

Below is what advisors are saying about the education and business-building practices they received through the eSeminar.

“It was a no-brainer to take 90 minutes from my schedule and listen to each session.  The web-based sessions were filled with timely information.  I highly recommend this series!”

— Mark Gagnon


Click each question for corresponding answer.

1. How can I register for the eSeminar Series?

You can register by clicking the REGISTER HERE green button above this box. You can also print out the enrollment form and fax it to 516-536-8852 or give us a call at 800-663-1340 and a staff member will be happy to assist you.

2. What is included in the registration fee?

Your registration fee includes admittance within a 6-month period to each paid session (you can take sessions separately or packaged as a seven-session series) as well as a 40-plus-page downloadable manual that accompanies each session.

3. What will be covered during these sessions?

IRA-distribution and tax laws are always changing.  We continually update our program agenda.  Click here to view the current agenda or use the green button on the right hand side of this page.

4. Does this workshop offer Continuing Education (CE) credits?

No.  Unfortunately we cannot offer CE credits for our online sessions, but Ed Slott and Company's 2-Day IRA Workshop does offer insurance continuing education credits (varies by state), PACE, CFP, NASBA, IRS and Continuing Legal Education credits.  If you need CE this year, consider attending our live workshop.

5. I have a group of colleagues who are interested in attending.  Do you offer any special group discounts?

Yes.  Please contact Kira Fasanella (kira@irahelp.com) about special group pricing.

6. Does completing the eSeminar Series make me eligible to join Ed Slott’s Elite IRA Advisor GroupSM?

Yes.  You are eligible to join Ed Slott’s Elite IRA Advisor GroupSM as soon as you complete all seven sessions and pass each quiz given at the end of each corresponding session.  You are eligible for two years from the date you complete your last session.  Please contact Member Relations Manager, Matt Smith (matt@irahelp.com) for more information on benefits and pricing.

7. How long do I have access to the sessions?

You will have 6 months to complete the sessions starting from the date of purchase. After 6 months, you will no longer be able to access the materials. You will be able to see your expiration date on the eSeminar access page where the recordings and materials are housed.

8. Once I have purchased the sessions, how do I access them?

Log in to www.irahelp.com. Once you are logged in, you will see a link to “eSeminar” in the log-in box. Click that link and you will be directed to a page with the recordings and session materials.

9. Am I able to listen to the sessions at any time?

Yes!  One of the benefits of the on demand eSeminar is that you can listen to the sessions at your convenience! You can take the sessions in any order that you’d like and you are able to listen to them at any time within the 6 month purchase period.

Find members of Ed Slott's Elite IRA Advisor GroupSM in your area.
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