America’s IRA Expert, Ed Slott, CPA, delivers a dynamic, advisor-focused presentation for today’s evolving tax environment. The SECURE Act, SECURE 2.0, and the One Big Beautiful Bill Act (OBBBA) have collided to create the most sweeping retirement and tax reset in decades. Together they redefine how Americans save, distribute, and transfer wealth. The SECURE Acts dismantled the stretch IRA and rewired legacy planning, while OBBBA locks in lower tax rates and reshapes deductions, thresholds, and QBI limits. It’s a rare convergence that brings clarity, not comfort—because even permanent law is written in pencil.
This session goes beyond the headlines. It provides a real-time roadmap through this trifecta of legislation and the latest IRS rulings, showing advisors how to turn new law into lasting opportunity. The SECURE Act (2019) ended the stretch IRA and replaced it with the 10-year rule, making Roth IRAs and life insurance the new cornerstones of legacy planning. Its ripple effects continue through SECURE 2.0 and OBBBA. From Roth conversions to estate strategies, Ed reveals how today’s decisions can permanently lower lifetime taxes for clients.
Why It Matters Now
- Certainty meets strategy. OBBBA locks in today’s lower rates but reshapes deductions, thresholds, and QBI limits—creating new opportunities for proactive tax planning.
- A record retirement wave is here. More than 4 million Americans turn 65 each year through 2027, creating unprecedented demand for tax-smart planning.
- Spouses inherit first. $54 trillion will shift primarily to women before assets reach heirs—making survivor and spousal tax strategy the defining advisor opportunity of the decade.
- Timing is everything. 2026 is the window to convert, restructure, and secure lifetime tax control before the next policy turn. The law may be permanent, but complacency is costly.
Key Takeaways
- The 2026 Tax Opportunity Map — where OBBBA opens hidden advantages for bracket management and deduction timing.
- The “Ignore RMDs” Advantage — how to turn required distributions into voluntary, tax-smart strategy.
- Next-Gen Estate Planning — using Roth conversions, life insurance, and charitable tools to create lasting tax efficiency under the SECURE Acts.
- Advisor Action Plan — practical steps to strengthen trust, retention, and tax-smart growth in 2026 and beyond.
Why Advisors Attend
- Learn to turn permanent law into permanent value.
- Gain actionable talking points that drive confident client conversations.
- Position your firm as the go-to authority for tax-smart retirement income planning.
The rules have changed. The opportunity is clear. Complacency is costly. The advisors who master this playbook will define the next decade of retirement planning.
Meet Ed Slott, CPA I America's IRA Expert
Ed Slott, CPA, America’s IRA Expert, is a nationally recognized speaker, best-selling author, and television personality known for turning complex tax laws into actionable, easy-to-understand strategies that help Americans keep more of their retirement savings.
Named “The Best Source for IRA Advice” by The Wall Street Journal and often featured in USA Today, Forbes, and other leading media, Mr. Slott is the go-to resource for insight on the latest tax and retirement legislation.
He is the creator of Ed Slott’s Elite IRA Advisor GroupSM, a premier network of top financial professionals, and a Professor of Practice at The American College of Financial Services. He is also a best-selling author, with his latest book The Retirement Savings Time Bomb Ticks Louder (Penguin Random House, 2024).
Through his writing, teaching, and public television programs, Ed Slott has taught millions of Americans—and their advisors—how to reduce taxes, avoid costly mistakes, and make the most of their retirement savings.