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Ed Slott, American College Launch IRA Planning Course for Advisors

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What You Need to Know

  • The new 12-course program focuses on the SECURE Act and CARES Act.
  • The program covers everything from new backdoor Roth opportunities to stretch IRA provisions.
  • IRA Success costs $195 per course or $2,100 for the entire program.

Ed Slott and Co. has teamed with The American College of Financial Services to launch a new financial education program for advisors called IRA Success.

The new continuing education-eligible, self-study program covers the latest retirement distribution and tax planning laws and strategies under the Setting Every Community Up for Retirement Enhancement (SECURE) Act and Coronavirus Aid, Relief and Economic Security (CARES) Act.

IRA Success “combines the expertise and clear-cut language” of IRA expert Slott, a CPA, president and founder of Ed Slott and Co. and founder of irahelp.com, and his team of IRA experts with American College’s “proven results in e-learning design and delivery,” they said in a joint announcement.

Slott also recently joined the American College faculty as professor of practice. In that role, he contributes to its Retirement Income Certified Professional program and supports its faculty focused on retirement distribution planning.

The new 12-course program focuses on the SECURE Act and CARES Act, covering everything from recognizing new backdoor Roth opportunities to identifying key beneficiary categories still eligible for stretch IRA provisions. Each course includes a video presentation, resources to use with clients and a digital course manual as an extensive reference tool.

IRA Success costs $195 per course or $2,100 for the entire program. Advisors who enroll by April 30 will receive a signed copy of Slott’s new book, “The New Retirement Savings Time Bomb” from Penguin Random House.

“The financial industry has seen sweeping legislation and policy changes in recent years that have completely changed the retirement planning landscape,” according to Slott. “Now, more than ever before, financial professionals need access to the latest information available so they can serve clients in their best interest,” he said in a statement. The module developed by the college to offer the program is a “robust e-learning platform,” he added.

Slott and his team of IRA experts are providing practical information on IRA and retirement distribution planning. The new program will help financial professionals prepare their clients to secure retirement savings and navigate potential tax pitfalls.

“The College is proud to partner with industry leader Ed Slott and his team, who have educated millions on the second half of retirement planning, to offer a one-of-a-kind educational program in the financial services industry,” George Nichols III, CEO and president of American College, said in the announcement.

“The IRA is a valuable retirement planning vehicle full of opportunities and obstacles currently owned by one-in-three U.S. households,” Nichols said. “IRA Success offers our students massive real-world applicability and potential business-building outcomes in a growing marketplace.”

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