ESTATE PLANNING COUNCIL OF ST. LOUIS

Title: 10 Essential IRA Planning Strategies for 2025

Date: Monday, February 10, 2025

Time: 11:45am - 1:15pm

Location: Saint Louis Club 7676 Forsyth Blvd., Clayton, MO 63105

Speaker: Jeffrey Levine, CPA/PFS, CFP^®, CWS^®, BFA^®, MSA   

About the presentation: For more than 40 years, IRAs have been available as a retirement-savings vehicle, but the rules surrounding them are constantly changing, and they are incredibly – and deceptively – complex. Each year, client mistakes, advisor errors and oversights by financial institutions cost clients millions of dollars in unnecessary taxation. This session seeks to reverse that trend by helping advisors to identify and avoid 7 of the most frequent and costly IRA mistakes.

CPA's - CPE Credit Note: To be awarded the full credits, you must be responding to three out of the four polling questions asked during the program on ZOOM.

Continuing Education 60 minutes 

EPCSTL has requested approval for continuing education in the following areas: CTFA, CLE, CPE, CFP  

CPE Information for CPAs

The sponsor assures that the program content and program level is appropriate for the intended participants.

Participants will: 

CPE Learning Objectives:

• Learn the costly RMD errors many advisors make, without even knowing it!
• Identify surprising implications for creditor protection when moving retirement assets.
• Explore common mistakes made when spouses inherit retirement accounts.

Discover other costly IRA errors that can derail a client’s retirement
 

The sponsor assures that the program content and program level is appropriate for the intended participants.

Participants will earn 1.25 CPE credit. 

Field of Study: Specialized Knowledge 

Additional Information:

Delivery Method: Group Live/Group Internet Based

Program Level: Basic

Pre-requisite: NONE 

Who should attend: This presentation is aimed at lawyers, accountants, trust officers and other estate planning professionals?

Refunds and Cancellations: All attendees are required to register in advance.  If you reserve and are unable to attend, please cancel your reservation at least 3 working days in advance of the meeting to receive a refund or a credit for a future meeting. For more information regarding refund, complaint, and/or program cancellation policies please contact our offices at 314-520-3564.

Estate Planning Council of St. Louis 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 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: www.nasbaregistry.org.

National Registry of CPE Sponsors Number 109467

​CTFA

CTFA 1.25 CE credit 

CFP Learning Objectives:

• Learn the costly RMD errors many advisors make, without even knowing it!
• Identify surprising implications for creditor protection when moving retirement assets.
• Explore common mistakes made when spouses inherit retirement accounts.

Discover other costly IRA errors that can derail a client’s retirement

About the Speaker: Jeffrey Levine, CPA/PFS, CFP^®, CWS^®, BFA^®, MSA is the Lead Financial Planning Nerd for Kitces.com and the Chief Planning Officer at Focus Partners Wealth. In 2020, Mr. Levine was named by Investment Advisor Magazine as one of the top 25 voices to turn to during uncertain times, and was named to the IA25 again in 2021. Jeff is a past recipient of the Standing Ovation award, presented by the AICPA Financial Planning Division, was named to the 2017 class of 40 Under 40 by InvestmentNews, and as a Young Advisor to Watch by Financial Advisor Magazine in 2020. Previously, Jeffrey served as Ed Slott and Company’s Chief Retirement Strategist, where his ability to simplify the complex laws that govern individual retirement accounts, combined with his unique blend of humor and tax planning, was first recognized. You can follow Jeff on Twitter @CPAPlanner, where he is known to break down the latest tax updates in GIF-filled tweets storms, and via his personal website, www.FullyVestedAdvice.com.