The Savings Game: Some takeaways from Ed Slott seminars
Every few years, IRA expert Ed Slott and his staff revisit locations around the U.S. presenting two-day seminars covering the most important changes that have been made regarding IRAs , 401(k)s and other popular retirement plans.
These seminars are very popular and they are essential to certified financial planners who provide advice to their clients. The seminars are also very valuable to members of the press who attend these seminars, because of the complexity of these regulations, and because of the major changes that have been made since 2020.
I always attend these seminars, and so do the most competent certified financial planners who want to make sure they provide accurate advice to their clients. The attendees of these seminars are provided with a document of over 400 pages of important information.
Unfortunately, when a retirement plan owner or beneficiary makes an error regarding naming beneficiaries, or managing his account assets, the result can be a loss of hundreds of thousands of dollars that don’t go to the beneficiary of their choice.