Just when you thought your retirement planning was safe and secure … we attended an Ed Slott tax conference and hear about the latest tax planning issues and opportunities related to retirement accounts. All of this is a great reminder of the growing complexity, and the growing assets within these plans, that can make mistakes or opportunities that much more valuable for us (and you) to be aware of. One such example with many twists and turns took the Slott organization one full year to resolve, but they wound up saving an individual hundreds of thousands of dollars in unnecessary taxes and penalties. Other points less onerous, but equally good to know, are the new reporting requirements by custodians to notify participants and the IRS of QCDs processed from IRA accounts. We’ll also discuss the potential opportunities in international equities as highlighted in detail by Capital Group. So much to talk about, and so much more to know! We think this will be a fun and informative show.
Tune in and take control!
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