About the Episode:
Discover how the retirement planning landscape has fundamentally changed and why traditional strategies may be causing your clients to overpay in taxes.
Join host Dave Alison as he explores the “retirement tax time bomb” with Ed Slott, America’s foremost IRA expert and founder of the Elite IRA Advisor Group. Learn why the SECURE Act represents one of the most significant shifts in retirement planning history and how advisors can position themselves to deliver extraordinary value during this transition.
Key Topics Discussed:
Whether you’re looking to enhance your IRA expertise or transform how you approach retirement tax planning, this episode provides the strategic framework and practical insights needed to protect your clients’ wealth while building a more valuable advisory practice.
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About the Host:
Dave Alison, CFP®, EA, BPC, is a seasoned financial planner and entrepreneur committed to elevating advisors’ businesses and planning capabilities. As the President and Founding Partner of C2P Enterprises, Dave drives a shared vision of simplifying financial planning for a global audience of one billion people. He leads the company’s growth strategies, shapes its corporate direction, and guides the executive team, demonstrating a remarkable ability to transform vision into reality.
Beyond C2P, Dave contributes his expertise to various leadership roles, including C2P’s Clarity Insurance Marketing, Valor Capital Management, Prosperity Capital Advisors, and Clarity 2 Prosperity, enhancing the financial landscape. Dave’s proficiency in integrating complex financial, tax, investment, insurance, and estate planning into comprehensive strategies led to the creation of Alison Wealth Management, which serves clients nationwide. A member of the Financial Planning Association®, Dave has consistently demonstrated his dedication and expertise, earning accolades such as the 2023 40 Under 40 recognition and won a ThinkAdvisor’s LUMINARIES award for Thought Leadership and Education at C2P.
About the Guest:
Ed Slott, CPA, America’s IRA Expert, is a nationally recognized speaker, television personality & best-selling author known for his unparalleled ability to turn advanced tax strategies into understandable, actionable and entertaining advice. Named “The Best Source for IRA Advice” by The Wall Street Journal, he is the go-to resource for media, regularly providing insight on breaking news affecting retirement and tax planning laws and strategies. Ed is a Professor of Practice at The American College of Financial Services and has been recognized by leading industry organizations for his significant thought leadership and contributions. He is one of the top pledge drivers of all time with his popular public television specials, the creator of Ed Slott’s Elite IRA Advisor Group℠ and the best-selling author with his latest book, The Retirement Savings Time Bomb Ticks Louder: How to Avoid Unnecessary Tax Landmines, Defuse the Latest Threats to Your Retirement Savings & Ignite Your Financial Freedom (Penguin Random House, 2024) released in 2024. Ultimately, through all of these efforts combined, Ed has taught millions of Americans (and their financial professionals) how to get the most out of their retirement savings.