Local Financial Advisor Hosted And Shared Stage With Ed Slott
from America’s IRA Experts at Ed Slott and Company, LLC
GILBERT, AZ – FEBRUARY 8, 2022 – BRAD COOPER, FINANCIAL ADVISOR AND PRESIDENT OF COOPER FINANCIAL INVESTMENTS, LLC.
Ed Slott and Brad Cooper provided an update on advanced retirement account planning strategies, estate planning techniques as well as an in-depth look at how sweeping retirement and tax law changes under both the SECURE and CARES Acts have impacted financial planning in 2020 and beyond.
“2022 has been an unprecedented year and with the significant policy changes we have seen under the SECURE and CARES Acts, these laws have had both a temporary and long-lasting impact on the way Americans plan for their retirement. With so many families facing early retirement or lay-offs surrounding the pandemic, carefully navigating critical rollover decisions with a trained, skilled professional is more important than ever,” said Ed Slott, CPA, founder of Ed Slott and Company, AARP columnist and a nationally recognized IRA expert who was named “The Best Source for IRA Advice” by The Wall Street Journal.
Highlights from this event included: A review of the SECURE Act and the end of the stretch IRA; CARES Act updates including Inflation, Russia/Ukraine war, coronavirus-related distributions (CRDs) and plan loan relief; an in-depth look at how to advise clients on key rollover decisions; how to update IRA trust plans after the SECURE Act; an advanced look at Qualified Charitable Distributions (QCDs,) including the most asked questions about QCDs and how to avoid common mistakes; and an update on 60-day rollover rulings.
Members of Ed Slott’s Elite IRA Advisor GroupSM have year-round access to Ed Slott and Company’s team of retirement experts for consultation on advanced planning topics. The membership also includes step-by-step processes, including the Complete IRA Care Solution™ 30-module planning guide. Members also have access to proprietary worksheets, pamphlets and presentations, including 2020 Retirement Plan Changes, 2021 Year-End Checklist, and COVID-19 Retirement Account Relief and Retirement Plan Payouts to Beneficiaries Under the SECURE Act that they can use when working with clients.
“From temporary law changes, like the 2020 RMD waiver, to new permanent policies, such as the elimination of the stretch IRA, there are a lot of new retirement planning rules for Americans to navigate, and it can be difficult to understand when and where your financial plan needs updates,” said Cooper. “Through my membership with Ed Slott and Company, I am up-to-speed on the latest retirement laws and strategies. As we prepare for 2022, I am confident that I have the knowledge and support needed to help my clients implement the financial strategies that are in their best interest.”