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The 2025 IRA revolution: Ed Slott’s guide

January 9 @ 11:00 am - 12:00 pm

Join Ed Slott, CPA, for The 2025 IRA revolution: guide to helping turn tax challenges into maximum client value. You’ll learn about:

  • Impacts a new tax agenda could have on your clients’ retirement strategies and ways to help them navigate potential changes
  • Traditional IRAs’ diminishing value and ways to pivot for modern estate planning
  • Advanced strategies that could help maximize your clients’ legacies