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When:
March 5, 2026 @ 11:00 am – 12:00 pm
2026-03-05T11:00:00-05:00
2026-03-05T12:00:00-05:00
Join us for an exclusive webinar: The advisor’s edge: can’t-miss 2026 tax strategies featuring IRA expert Ed Slott. You’ll learn:
- Where the One Big Beautiful Bill Act presents advantages for tax bracket management, deduction timing and integrating guaranteed income strategies.
- How to turn required distributions into voluntary, tax-smart strategy.
- How to use Roth conversions, life insurance and charitable tools to create lasting tax efficiency under the SECURE Acts.
- Practical steps to strengthen trust, retention and tax-smart growth in 2026 and beyond.