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From the markets to inflation and even taxes, it has never been more important to be engaged with your clients before the year ends. 

How to do so? 

Are you in need of some advice?

In this episode, Jack Martin sits down with Ed Slott to unpack the action items you need to assist your clients with their tax planning. Ed outlines how to approach clients with an efficient and value-packed plan while detailing how these opportunities benefit client loyalty and business growth. 

Ed discusses:

  • The impact of the SECURE Act on estate plans
  • What you should be telling your clients about Roth conversions, life insurance, and permanent life insurance
  • The importance of building cash value
  • Ways qualified charitable distributions can benefit your clients 
  • The truth about estate and gift tax planning 
  • And more!

Resources:

Connect with Ed Slott:

Connect with Jack Martin:

About Our Guest:

Ed Slott is a nationally recognized IRA distribution expert, professional speaker, television personality, and best-selling author. He is known for his unparalleled ability to turn advanced tax strategies into understandable, actionable, and entertaining advice. Ed has been named “The Best Source for IRA Advice” by The Wall Street Journal, and USA Today wrote, “It would be tough to find anyone who knows more about IRAs than CPA Slott.” Ed is the president and founder of Ed Slott and Company, LLC, the nation’s leading source of accurate, timely IRA expertise and analysis to financial advisors, institutions, consumers, and media.