Robert L. Arone, partner at Orsi Arone Rothenberg Turner, LLP, participated in an invite-only workshop held by leading IRA Experts at Ed Slott and Company, LLC. Ed Slott, CPA, is a nationally recognized IRA expert who has been named “The Best Source for IRA advice,” by The Wall Street Journal and has been recognized by USA Today for his unparalleled expertise in IRAs.
The seminar was led by members of Ed Slott’s Masters Elite Adviser GroupSM. Ed Slott’s Masters Elite Adviser Group is a group of expert financial advisers who are trusted by CPAs, attorneys and other financial advisers for their advanced expertise and up to date advice on all matters touching on retirement accounts and distribution planning. There are approximately 500 members throughout the country armed with the most cutting edge, up to date IRA information to assist their clients. The members receive continuous training with Ed Slott and his team of IRA Experts and have immediate access to changes to the tax code and updates on retirement planning, thus providing a high level of security and peace of mind for their clients. The advisors pass regular background checks, complete training, attend semiannual workshops, webinars, and complete mandatory exams. The members also have top tier access to consult with Ed Slott’s IRA Experts on any difficult questions or planning needs.
Training at the seminar was provided by advanced retirement experts, including Ed Slott, CPA; Andy Ives, CFP®, AIF; Shannon Evans, Esq; and Sarah Brenner, JD. The training covered relevant and timely topics for attorneys, financial advisers and CPAs., naturally featuring the much-discussed SECURE Act updates.
About Secure 2.0
“One of the most challenging parts of dealing with Secure 2.0 is the sheer number of provisions, each with different effective dates,” says Sarah Brenner, director of retirement education at Ed Slott and Company.
The training provided a review of the impact of the SECURE Act on spouse and non-spouse beneficiaries. Other topics included a 2022 tax update overview covering the IRS’s new tax tables and retirement plan contribution, and a survey of some of the planning options, rules and methods for 72(t) payments. The workshop also dived into the IRS’s most recent 2022 SECURE Act Regulations, which provides guidance on many aspects of the law. Some of the highlighted topics included eligible designated beneficiaries (EDBs), how to determine the eligibility of EDBs, successor beneficiaries and the impact of SECURE Act regulations on trusts, to name but a few. Guest speakers Jeffrey Levine, CPA/PFS, CFP® and Shannon L. Evans, J.D gave presentations on estate planning themes and trends, and strategies to avoid family feuds and estate planning disasters.
Learn more how Secure 2.0 could impact you.
