[REPLAY] The 2025 IRA Revolution: Ed Slott’s Guide to Turning Tax Challenges into Maximum Client Value from Athene
Recorded 01/09/2025
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