Date:
August 17, 2023
Time:
6:30 pm
Location:
The Fleur De Lis Event Center
1645 N. Causeway Blvd
Mandeville, LA 70471 United States
Directions
Ed Slott Live!
Your Plan, NOT the Government Plan
Move Your Retirement Funds from
Forever taxed to Never Taxed
“Taxes will be the single biggest factor that separates people from their retirement dreams.” – Ed Slott
SECURE 2.0 is Here
Newly enacted tax rules are in effect NOW!
These are major changes affecting your retirement planning
New strategies to keep more of your money will be addressed
This is a totally unique, entertaining and educational presentation for consumers who have spent a lifetime saving for their retirement and now need to know how to protect those savings from taxes.
The program focuses on creating a strategy to reduce or eliminate the heavy taxes on distributions from IRAs, 401(k)s and other retirement savings, including Roth IRA conversions.
It’s how much you keep that counts – AFTER taxes, and IRA Expert, Ed Slott shows you how to keep more and pay less. He combines his extensive IRA tax knowledge with humor and stories that everyone can relate to. Consumers will reap substantial benefits instantly.
Ed Slott delivers an empowering and eye-opening experience!
Topics to be Discussed
New Tax Laws Effective NOW!
and SECURE 2.0 (new for 2023 and beyond)
This includes major changes to the retirement tax rules:
– Elimination of the stretch IRA – Planning options to consider now
– More restrictive tax rules for IRA beneficiaries
– More urgency for planning now (current tax rates are set to increase)
– New opportunities for Roth IRAs
– New ways to provide larger inheritances with less tax!
– And much more…
Inflation is affecting everyone’s wallet. But when it comes to tax planning, you’ll see how to use it to help you keep more for your retirement savings protected from taxes, for life and beyond.
Retirement savings now make up a substantial portion of a person’s net worth— but these funds have not yet been taxed
– Learn what to do NOW to help reduce or eliminate the big tax hit later
The missing retirement tax plan – Do you have an exit strategy?
Why IRAs are often ignored in the typical retirement strategy?
Use it, Leverage it or Lose it to future taxes
– Who is most at risk of losing their IRAs to taxes?
– How to avoid the most costly tax impacts?
How to avoid the big stealth taxes” that can quickly erode your savings?
The single biggest benefit in the Tax Code – How to make it work for you!
The latest tax rules you can take advantage of
Roth IRA conversions- should you or shouldn’t you?
– Plus new Roth benefits under the latest tax law changes
The importance of the beneficiary form and how to keep it up to date – PLUS—What your beneficiaries need to know?
Reasons why people procrastinate when it comes to tax and estate planning — and how to get YOUR plan started now!
-by Ed Slott, CPA, Copyright © 2023
