Local Financial Pro ATUL DUBAL, CFP® Completes Advanced Training from America’s IRA Experts at Ed Slott and Company, LLC

November 04 03:07 2022
Local Financial Pro ATUL DUBAL, CFP® Completes Advanced Training from America’s IRA Experts at Ed Slott and Company, LLC
Members of Ed Slott’s Elite IRA Advisor GroupSM Attend Semiannual Workshop on the Latest Retirement Account Planning Strategies, Estate Planning Techniques and Tax Laws.

PLEASANTON, CA – ATUL C. DUBAL, CERTIFIED FINANCIAL PLANNER®, PRUDENT PROSPERA PLANNING, INC completed his semiannual training with America’s IRA Experts at Ed Slott and Company, LLC by participating in a workshop on October 20-21, 2022. The invite-only workshop was attended by members of Ed Slott’s Elite IRA Advisor GroupSM; it provided in-depth technical training on advanced retirement account planning strategies, tax law changes, and estate planning techniques. The workshop also featured a SECURE ACT update since the IRS released 2022 proposed regulations earlier this year that provides guidance on many parts of the law.

“When the IRS issued their proposed regulations for the SECURE Act, it was essentially the final nail in the coffin for using IRAs for wealth transfer or estate planning.” said Ed Slott, CPA, founder of Ed Slott and Company, AARP columnist, Professor of Practice at The American College of Financial Services® and nationally recognized IRA Expert who was named “The Best Source for IRA Advice” by The Wall Street Journal.  “While these regulations have little effect on clients during their lives, it can have a big impact on the backend if their advisor fails to implement the right tax-saving strategies,” he continued. “I commend Atul Dubal for continuously prioritizing his education throughout this ever-changing retirement planning landscape. He is going above and beyond to deliver informed and accurate financial guidance to his clients at a time when it’s needed most. With this ongoing training, Atul can offer the latest insight on any necessary updates one may need now and into the future.”

Training highlights from this event include:

  • A detailed look at 2022 required minimum distribution (RMDs) including updates on determining required beginning dates (RBDs) and the “still working” exception
  • A comprehensive IRA update on the latest IRA tax laws changes, new tax strategies, rulings, court cases, and planning opportunities
  • A special presentation by Vicki Rackner MD, principal of Engaging Doctors on how financial advisors can better serve doctors

The workshop also included an in-depth look at helping clients navigate key rollover decisions and walked attendees through a step-by-step evaluation process to help determine whether it’s best to roll over, stay put, or withdraw. Guest speaker Kirsten M. Lewis, Esq. with The Bowden Law Firm, LLC gave a presentation on best practice tips when advising families with special needs beneficiaries, while guest speaker Shannon L. Evans, J.D., presented strategies to avoid IRA trust disasters.

The training was provided by Ed Slott and Company’s team of retirement experts, including Ed Slott, CPA; Sarah Brenner, JD; Andy Ives, CFP®, AIF®; Ian Berger, JD; and Shannon Evans, Esq. Ed Slott and Company and many of the advisors in Ed Slott’s Elite IRA Advisor GroupSM are the go-to resources for attorneys, CPAs, and other financial advisors because of their in-depth knowledge and expertise in all areas of retirement accounts and distribution planning. This workshop also provided approved continuing education (CE) credits through The American College, CFP® Board, IRS, and NASBA for retirement savings and income planning, federal tax law topics, general financial education, and accounting.

Members of Ed Slott’s Elite IRA Advisor GroupSM have year-round access to Ed Slott and Company’s team of retirement experts for consultation on advanced planning topics. The membership also includes workshops, webinars, tax-law updates, step-by-step processes, such as the Complete IRA Care Solution™ 30-module planning guide, and so much more. Members also have access to proprietary worksheets, pamphlets, and presentations, including a gift planning presentation and tips to disarm the new retirement savings time bomb as seen in Ed Slott’s latest best-selling book and public television special that they can use when working with clients.

“The retirement planning landscape is constantly evolving, and this year is no different,” said Dubai. “Now more than ever, it’s vital that I stay up to date on the latest rules, regulations, and policy changes. Through my membership with Ed Slott and Company, I am confident in my abilities to serve the best interests of my clients as news continues to break, always equipped with the latest retirement laws and strategies and back-office support team.”

“Even though the SECURE Act was passed more than two years ago, advisors and consumers alike still have questions surrounding the latest retirement and tax laws, “said Slott. “Working with an advisor who has access to the latest retirement planning information, as well as receives advanced technical training, helps ensure that your hard-earned nest egg is protected now and in the future.”  

Atul Dubal can be contacted for more information on IRA and retirement-related questions. Please visit www.AtulCFP.com or call 925-202-1452 

ABOUT ED SLOTT AND COMPANY, LLC:

Ed Slott and Company, LLC is the nation’s leading provider of technical IRA education for financial advisors, CPAs, and attorneys. Ed Slott’s Elite IRA Advisor GroupSM is comprised of 500 of the nation’s top financial professionals who are dedicated to the mastery of advanced retirement account and tax planning laws and strategies. Slott is a nationally recognized IRA distribution expert, best-selling author, and professional speaker. He has hosted several public television specials, including “Ed Slott’s Retirement Freedom!” and released his latest book, “The New Retirement Savings Time Bomb,” in March 2021. Visit irahelp.com for more information.

ABOUT PRUDENT PROSPERA PLANNING, INC: 

Prudent Prospera Planning, Inc offers clients over 30 years of experience in retirement preparation, retirement income planning, and legacy planning with an emphasis on strategies that produce tax-free cash flows. 

Atul C. Dubal, CFP, is an Investment Advisor Representative offering advisory services through Prudent Prospera Planning, Inc, 5506 Sunol Boulevard, Suite 205, Pleasanton, CA 94566.  Prudent Prospera Planning Inc is a California Registered Investment Advisor.

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Website: www.IRAHelp.com