Putting Our Technical Expertise to Work for You

Putting Our Technical Expertise to Work for You
Presented by Sharon Duncan, providing Financial Planning Services in Houston

The workshop was intensive, digging into a wide variety of retirement topics including, IRA withdrawal strategies; the latest DOL rulings; tax planning for investment income; charitable IRA rollovers; and actual court decisions regarding retirement account beneficiaries.

Attending the Slott workshop and gaining insight into the latest retirement requirements helps ensure our financial planning services in Houston are up-to-date and accurate which is crucial for our clients' retirement success .

According to the Washington Post, 10,000 baby boomers per day are taking center stage on the retirement front and Selah Financial is prepared!
Sharon Duncan and Derrick Callis completed an in-depth retirement training workshop from America’s IRA Experts with Ed Slott and Company at the end of 2016, just as about 2.8 million Americans turned 70.

The workshop was held in Coronado, California where members of Ed Slott’s Elite and Master Elite IRA Advisor Groups℠ convened to discuss the latest retirement account planning strategies, new tax laws, and guidelines for the recent Department of Labor (DOL) fiduciary rules.

“Americans who turned 70 in 2016 are the first wave of baby boomers leading the way in tackling a new retirement challenge – required minimum distribution," says Ed Slott, CPA, founder of Ed Slott and Company and a nationally recognized IRA expert. "These mandatory distributions start once a taxpayer turns 70½, but many factors should be considered when timing your first withdrawal, including your income level, taxes and even your birthday.”