CRUNCH TIME FOR RETIREMENT ACCOUNTS: 2023 Year End Planning & What’s New for 2024

November 9, 2023 | 8:00 – 10:00 AM
Virtual Event Via Zoom

2 Continuing Education Credit Hours via Zoom
For CPAs, Enrolled Agents & Registered Tax Preparers


It’s crunch time! The final months of the year present a critical planning window for retirement accounts. Deadlines are looming for 2023, and 2024 will bring a slew of changes to retirement accounts. Join three of Ed Slott & Company’s key IRA Experts – Sarah Brenner, JD; Andy Ives, CFP®, AIF®; and Ian Berger, JD – who will guide you through year end 2023 retirement account planning strategies and new rules for 2024.

Now is the time to take advantage of both 2023 end-of-the-year strategies and new rules for 2024.
The December 31, 2023 deadline for RMDs – required minimum distributions – from retirement accounts is rapidly approaching. Recent IRS guidance excuses some RMDs in 2023, but not all. This is also the deadline to take a qualified charitable distribution (QCD), use the net unrealized appreciation (NUA) strategy this year, or do a Roth IRA conversion.
In 2024, higher retirement account limits will be available. Also, SECURE 2.0 brings opportunity – but also confusion – with new Roth rules, an expanded list of early withdrawal penalty exceptions, and an overhaul of the rules for spouse beneficiaries.
The session is designed to help potentially realize savings from tax planning moves while avoiding any possible pitfalls.
This 2-Hour Virtual Program includes:
  • Understand how RMDs are calculated and who is excused for 2023.
  • How to use the expanded QCD rules for more tax efficient charitable giving.
  • How to take advantage of historically low tax rates by doing Roth conversions this year.
  • Avoid mistakes when using the NUA strategy.
  • Learn the latest info on how the new 2024 rules for Roth accounts work, including rollovers from 529 plans, and required Roth catch-up contributions.
  • Explore new early withdrawal exceptions effective for 2024.
  • Understand the complex rules for spouse beneficiaries effective in 2024.
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Fidelity Institutional℠ provides a comprehensive clearing and custody platform, brokerage services, trading capabilities, and practice management and consulting to registered investment advisers (RIAs), including strategic acquirers and professional asset managers, as well as retirement recordkeepers, broker-dealer firms, banks, and insurance companies through National Financial Services LLC (NFS) or Fidelity Brokerage Services LLC, Members NYSE, SIPC. In addition to providing services to third-party institutions, the NFS brokerage platform supports all the clearing and custody businesses at Fidelity, including Fidelity’s retail and capital markets businesses, bringing NFS assets under administration to more than $4 trillion as of 09/30/21.
Fidelity Investments and Fidelity Institutional® (together “Fidelity”) is an independent company, unaffiliated with BrutonChisnell Advisors LLC (BCA). Fidelity is a service provider to BCA. There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity, nor is such a relationship created or implied by the information and content herein. Fidelity Institutional provides clearing, custody, or other brokerage services through National
Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 979899.2.0
*There are no prerequisites or advanced preparation required for this group internet-based workshop. The program level is beginner. Ed Slott and Company is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:
**IRS – course is approved for Enrolled Agents (EA) and Return Preparers (OTRP) for (Federal Tax Law / Federal Tax Related)
Bruton Chisnell Advisors, LLC, Bruton Chisnell Partners, LLC, Ed Slott & Company, and Fidelity are separate entities from Valmark Securities, Inc.

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