We’re Thrilled to Sponsor Ed Slott’s IRA Workshop and Empower Advisors with Easy Tax Strategy Implementation

by | Jul 16, 2024 | News

We are thrilled to announce that PlanScout will be sponsoring Ed Slott’s highly anticipated IRA Workshop July 18-19, 2024!

This conference is renowned for equipping financial advisors with the latest strategies to help their clients take financial control, avoid unnecessary taxes, and combat threats to retirement savings. 

Ed Slott Conference Landing Page

Why Ed Slott?

Ed Slott’s IRA Workshop is a premier event for financial professionals who recognize the significant value tax planning adds for clients. 

One of the most significant sources of value with financial planning is tax planning. PlanScout’s turnkey planning service offers financial professionals a way to instantly make tax planning a part of their practice.  

Here’s why PlanScout is eager to participate:

Empowering Advisors with Knowledge

The workshop promises to deliver critical updates and actionable intel on new DOL fiduciary rules, spousal beneficiary changes, 529 to Roth IRA transfers, and more. Advisors will leave armed with strategies to maximize their clients’ retirement savings and navigate new regulations effectively.

Simplifying Strategy Implementation

At PlanScout, we specialize in making the implementation of tax planning easy and turnkey. Advisors who attend the workshop will gain invaluable knowledge, and PlanScout will be there to show how seamlessly these strategies can be integrated into their practices, ensuring clients benefit without the complexity.

What Advisors Will Learn

Here are some highlights of the conference that align perfectly with PlanScout’s mission to help advisors deliver great outcomes for their clients through great plans that are simply delivered:

 

    • New DOL Fiduciary Rules: Learn the exact process needed to navigate critical rollover decisions with clients.

 

    • Spousal Beneficiary Changes: Understand overlooked effects of SECURE 2.0 impacting financial plans.

 

    • 529 to Roth IRA Transfers: Explore new opportunities and limitations for moving 529 balances.

 

    • Limited-Time Tax Planning: Discover tax-planning opportunities for high-income clients.

 

    • RMD Reduction Strategies: Learn little-known ways to reduce RMDs with IRA annuities.

 

    • Qualified Charitable Distributions: Expand QCD rules to create a triple-win solution for clients.

 

    • Penalty Relief Options: Navigate new RMD penalty relief options for missed RMDs in 2023.

 

    • Early Retirement Account Access: Utilize new penalty-free ways to access retirement funds before age 59½.

 

    • Expiring Tax Breaks: Take advantage of expiring tax breaks before tax rates increase.

 

    • Retirement Scam Protection: Add value by protecting clients from the latest retirement scams.

https://www.youtube.com/watch?time_continue=7&v=E5cp-uxcBlU&embeds_referring_euri=https%3A%2F%2Firahelp.com%2F&source_ve_path=Mjg2NjY

Visit PlanScout at Our Booth

During the conference, visit our booth to learn more about how PlanScout can help you implement these strategies effortlessly. We will have:

 

    • Interactive Demonstrations: See live demos of our tools in action.

    • Marketing Collateral: Get brochures, sample client presentations, and a free plan.

    • Expert Advice: Speak with our team about how PlanScout can transform your practice.

    • Raffle Prizes: Enter to win PlanScout-branded mugs and other goodies.

Can’t make it? Join Our Upcoming Webinar on July 25th

As a follow-up to the conference, PlanScout will be hosting a webinar focusing on best practices and success stories of how financial advisors can communicate the value of tax planning to their clients. This webinar will provide practical insights and real-life examples of how you can replicate their success.

Don’t miss out on this exclusive opportunity to stay ahead in the ever-changing financial landscape. We look forward to seeing you there!

Register for our FREE Advisor Webinar

Built for advisors, by advisors

We value your input. Your feedback has been instrumental in shaping these enhancements. We invite you to share your thoughts with us as we strive to continuously improve SIPS. Thank you for your ongoing support!

Warm regards,

Raygar Khailany

CEO & Founder of PlanScout

Ps. Want to connect? Feel free to book a meeting with me now and follow PlanScout on LinkedIn.

PlanScout: Your Partner for Personalized Financial Planning with a Friendly Touch! 

We provide outsourced financial planning services for licensed financial advisors, enabling them to accelerate their growth by delivering visually engaging and comprehensive financial plans within just 3 business days. 

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