Retirement Account Mistakes

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Many Americans don’t realize how critical something as simple as a beneficiary designation may be, and what huge impact it could have on a surviving spouse or children. Joining us is one of the nation’s foremost experts on retirement planning, Ed Slott, CPA, to discuss some of the biggest retirement account mistakes as well as some of the biggest opportunities.

To share with your clients:

If you could have the guidance of America’s #1 IRA expert to help you with your retirement planning, wouldn’t you want to listen? Join Real Wealth® and guest Ed Slott to learn about tax traps and strategies to avoid making mistakes with your IRAs. Don’t let an unknown technicality put your life savings at risk.


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