The 2025 IRA Revolution: Turning Tax Challenges into Maximum Client Value

As tax legislation approaches a critical juncture, it’s important for financial professionals to employ expert tax planning strategies to maximize client outcomes before new IRS regulations and expiring low tax rates can interfere.

Join America’s IRA expert Ed Slott, CPA for a timely discussion of maximizing retirement and tax planning opportunities in 2025 and beyond, including tips for capitalizing on historically low tax rates and an overview of Setting Every Community Up for Retirement Enhancement (SECURE) Act and SECURE 2.0 Act changes, new IRS regulations, and more.

Plus, hear from IRA analysts Andy Ives, CFP®, AIF® and Ian Berger, JD for answers to all your questions!

This on-demand webcast is only available in Knowledge Hub+. Knowledge Hub+ is a robust, just-in-time learning platform delivering over 80 hours of on-demand CFP Board-approved CE by leading academics, practitioners, and thought leaders. Learn more about Knowledge Hub+ and subscribe today! College designees can access Knowledge Hub+ as a benefit of the Professional Recertification Program without having to subscribe via My Learning Hub.

Presenter

Ed Slott, CPA
Professor of Practice, The American College of Financial Services
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Moderators

Andy Ives, CFP®, AIF®
IRA Analyst, Ed Slott and Company, LLC
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Ian Berger, JD
IRA Analyst, Ed Slott and Company, LLC
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