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Whitney Peterson, advisor for Mustard Seed Wealth Administration accomplished her semiannual coaching with America’s IRA Consultants at Ed Slott and Firm, LLC by collaborating in a workshop on April 27-28, 2023. The invite-only workshop was attended by members of Ed Slott’s Elite IRA Advisor GroupSM; it supplied in-depth technical coaching on superior retirement account planning methods, tax regulation modifications and property planning strategies. The workshop additionally featured a 2023 replace on the SECURE Act 2.0 with perception on its most impactful provisions, together with the delayed RMD age, new early distribution penalty exceptions and a number of other of the Roth IRA provisions comparable to 529 plan rollovers.
“It is solely been a number of months since one other SECURE Act was signed into regulation and despite the fact that the objective was to increase retirement financial savings entry for Individuals, it is sadly created much more confusion for customers and advisors alike,” mentioned Ed Slott, CPA, founding father of Ed Slott and Firm, AARP columnist, Professor of Observe at The American Faculty of Monetary Companies® and nationally acknowledged IRA Professional who was named “The Greatest Supply for IRA Recommendation” by The Wall Avenue Journal. “Because of these advanced, everchanging legal guidelines, it is extra necessary than ever for advisors to be up-to-speed on the most recent retirement planning methods to allow them to be vigilant and assist guarantee shoppers keep away from expensive errors,” he continued. “I commend Peterson for constantly prioritizing her schooling and going above and past to ship knowledgeable and correct monetary steerage to her shoppers in a time when it is wanted most. With this ongoing coaching, Peterson can supply the most recent perception on any crucial updates one might have now and into the long run.”
Peterson will be contacted for extra data on IRA and retirement-related questions. Please go to www.msfwm.com or name 870-234-1618.
ABOUT ED SLOTT AND COMPANY, LLC: Ed Slott and Firm, LLC is the nation’s main supplier of technical IRA schooling for monetary advisors, CPAs and attorneys. Ed Slott’s Elite IRA Advisor GroupSM is comprised of 500 of the nation’s prime monetary professionals who’re devoted to the mastery of superior retirement account and tax planning legal guidelines and techniques. Slott is a nationally acknowledged IRA distribution professional, best-selling writer {and professional} speaker. He has hosted a number of public tv specials, together with Ed Slott’s Retirement Freedom! and can be the co- host of The Nice Retirement Debate podcast, obtainable on all main platforms, together with Spotify, Apple, Stitcher, and Amazon. Go to irahelp.com for extra data.
Print Headline: Native Advisor Completes Superior Coaching from America’s IRA Consultants at Ed Slott and Firm, LLC
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