,
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.
Learning Objectives
Upon successful completion of this learning activity, you will confidently be able to:
- 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.
Presenter
Ed Slott, CPA
CFP® CE Credit
This content is eligible for one hour of CFP® continuing education (CE) credit.
If you hold the CFP® mark and would like to receive CFP Board CE credit for this content, please ensure your CFP® ID number is entered here.
The College’s Professional Recertification Program (PRP)
This content is eligible for one hour of PRP continuing education credit.
To begin, click on the button below. As you move through the content, make sure to mark each page complete by clicking on the appropriate button, and then click Next Lesson at the bottom of each page. Once you complete the entire activity, the progress bar will show 100%.
Ed Slott’s 2026 Retirement Tax Playbook – How Proactive Planning can Permanently Lower Lifetime Taxes
Please Rate This Course
After you’ve finished this learning, let us know what you think by providing a star rating. Here’s how to submit your star rating:
- Click on “Write a Review”
- Next to Rating, click on the number of stars you rate the course
- Click on “Submit a Review”