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Join Ed Slott and his team of Experts as they equip you with the tools to guide your clients through mid-year tax planning strategies and provide timely guidance on: • Advising on critical rollover decisions amidst mass layoffs, affecting more than 250,000 Americans in tech alone in 2023  • IRA tax planning strategies tailored for larger required minimum distributions (RMDs) in 2024  • Harnessing the power of qualified charitable distribution (QCDs) rules as a TRIPLE WIN solution for RMD requirements—why early in the year is ideal timing for consideration. •Get the insights you need to initiate these actionable conversations today to drive successful outcomes for both your clients and your business goals. Secure your seat here: https://lnkd.in/gbVSpbiB

Ed Slott’s Mid-Year IRA Planning Opportunities 2024

Ed Slott’s Mid-Year IRA Planning Opportunities 2024

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