The New Retirement Savings Time Bomb - Presented By America's IRA Expert Ed Slott, CPA
California Retirement Advisors presents a one-time-only unique online workshop with special guest Ed Slott CPA, Author, and IRA Expert, who will help provide a complete action plan to help you learn how to help make sure your 401(k)s, IRAs, and retirement savings aren’t depleted by taxes by the time you need them most...Retirement!
An online special tax savings presentation for owners of IRA & 401(k) accounts worth $500k or more!
You can watch the online workshop from your mobile device or computer. Register today even if you can't attend at the scheduled time as we will send out a replay of the workshop!
Register Today
When it comes to retirement, what you don't know can hurt you, and there is no "easy button" for starting over again. Failure is not an option. Register today to gain knowledge and be an even better steward of your money for yourself and your family.
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If you’re like most successful Americans, one of your most valuable assets is your retirement savings - IRA, 401(k), 403(b), 457, TSP, and other retirement accounts. We diligently put money away for years, yet most of us don’t know how to avoid the costly mistakes that can occur when it comes time to use it. A good chunk of your money can be lost needlessly to taxes and improper planning.
The New Retirement Savings Time Bomb, by America’s IRA Expert Ed Slott, shows you in clear-cut layman’s terms how to take back control of your retirement savings and your financial future. The ticking tax bomb is coming! But this easy-to-follow guide can help you avoid the latest traps set out by Congress and show you how to structure your retirement savings so you can have more, keep more and help make it last, even in times of uncertainty. Ed Slott will explain fundamental concepts from his new book, which we believe is required knowledge for every American with savings and investments planning for a successful retirement— be it now, one, five, or thirty years from now.
During this session, Ed Slott will inform and educate you about the following:
Tax Planning for Your Most Valuable Retirement Assets
Creating a plan to reduce or eliminate heavy taxes on distributions from IRAs, 401(k)s, 403(b)s, Annuities, and other retirement savings. How to maximize tax-deferred versus tax-free assets, so you can have more, keep more, and make it last.
How Your IRAs Are Creating a Retirement Savings Tax Time Bomb
Is your IRA an IOU to the IRS? Learn how to disarm the retirement savings time bomb to have more tax-free income during your lifetime, and five easy steps to ensure Uncle Sam is not your primary beneficiary both during life and at death.
Required Minimum Distributions (RMD's)
How to plan ahead to maximize your IRA's Required Minimum Distributions before it is too late when you turn age 72!
Roth IRAs, to Convert or Not to Convert
Factors to know when considering if a Roth Conversion is right for you and/or your spouse, or not.
The Stretch IRA is gone as we knew it! So now what do you do to protect your IRA for your heirs?
How to plan for your IRA's Required Minimum Distributions, before you turn age 72!
...And much more!
As Seen on Public Television's Retire Safe & Secure with Ed Slott
More about Ed Slott, CPA and your speaker/instructor for this special presentation:
Ed Slott, CPA, America’s IRA Expert, is a nationally recognized speaker, television personality & best-selling author known for his unparalleled ability to turn advanced tax strategies into understandable, actionable and entertaining advice.
Named “The Best Source for IRA Advice” by The Wall Street Journal, he is the go-to resource for media, regularly providing insight on breaking news affecting retirement and tax planning laws and strategies. Mr. Slott is a Professor of Practice at The American College of Financial Services and is one of the top pledge drivers of all time with his popular public television specials.
Ultimately, through all of these efforts combined, Mr. Slott has taught millions of Americans how to get the most out of their retirement savings.
Register Today
When it comes to retirement, what you don't know can hurt you, and there is no "easy button" for starting over again. Failure is not an option. Register today to gain knowledge and be an even better steward of your money for yourself and your family.
This is provided for information only, the opinion expressed in the presentation is that of the presenter and not necessarily that of Mutual Advisors or its affiliates. Ed Slot is not affiliated with Mutual Advisors, LLC or Mutual Securities, Inc