The following program is offered by the New-York Historical Society’s Planned Giving Advisory Council

EVENT DETAILS

Between the restrictions imposed by the SECURE legislation and a seismic shift in Presidential administrations, tax laws and other policies are changing rapidly. Join renowned tax expert Ed Slott—named “The Best Source for IRA Advice” by the Wall Street Journal—in a comprehensive and entertaining discussion about how a shifting landscape may affect your IRA, your retirement plan, and your tax situation, among other financial planning topics.

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PANELIST

Ed Slott is a nationally recognized IRA distribution expert, professional speaker, television personality, and best-selling author.  His books include: Ed Slott’s Retirement Decisions Guide: 2021 Edition and Fund Your Future: A Tax-Smart Savings Plan in Your 20s and 30s and most recently The New Retirement Savings Time Bomb. He is known for his unparalleled ability to turn advanced tax strategies into understandable, actionable, and entertaining advice. As president and founder of Ed Slott and Company, LLC, he’s the nation’s leading source of accurate, timely IRA expertise and analysis to financial advisors, institutions, consumers and media.

RESERVING TICKETS

Tickets are free
Online: Click on the orange “Reserve Now” button at the top of this page