Due to popular demand & requests, we were able to obtain a recording of our live event Tuesday night with Ed Slott. Feel free to share with colleagues, friends family & loved ones as it can only be shared for 30 days.
If you have any questions about what you've heard in the webinar or think it's time to review the current plan you have in place, please reach out to us!
114 Pacifica, Suite 220, Irvine CA
Major changes to retirement tax rules took effect in 2020, impacting all retirees! From new rules for taking required minimum distributions (RMDs) to more options for contributing to IRAs, in this totally unique, entertaining and educational virtual presentation, America’s IRA Expert, Ed Slott, CPA, will address those who have spent a lifetime saving for their retirement and now need to know how to help protect those savings from taxes.Hosted by Andrei S. Hall, CFP®, CPRC®, President, Hall Wealth Management Group, this program will introduce planning considerations to reduce or eliminate the heavy taxes on distributions from IRAs, 401(k)s and other retirement savings, including Roth IRA conversions.
It’s how much you keep that counts – AFTER taxes!Learn how to keep more and pay less. Slott combines his extensive IRA tax knowledge with humor and relatable stories to share tax-saving strategies you can benefit from immediately.
Join us for this empowering and eye-opening experience to learn:
About the Presenter: Ed Slott, CPAEd Slott was named “The Best Source for IRA Advice” by The Wall Street Journal and called "America's IRA Expert" by Mutual Funds Magazine. He is a nationally recognized IRA-distribution expert, a professional speaker, and the creator of several public television specials. He hosts the popular websites, http://www.irahelp.com and http://www.theslottreport.com. Ed has been quoted in The New York Times, Newsday, The Wall Street Journal, The Washington Post, Money Magazine, and Forbes. He has appeared on NBC, ABC, CBS, CNBC, CNN, FOX, PBS, Public Television, NPR, and Bloomberg TV and radio.
Hosted by:Andrei S. Hall, CFP®, CPRC®President, Hall Wealth Management GroupCRPC conferred by the College for Financial PlanningAndrei Hall, President of Hall Wealth Management Group, has over 15 years’ experience in wealth management for retirees, high-level executives, celebrities, and business owners. Hall Wealth Management’s success is based on Andrei’s firm belief in a holistic financial planning process. This starts with a comprehensive plan to develop planning, retirement, and estate strategies and determining which investments to be best utilized. During the year of the 2008 market crash, Hall Wealth Management had one of its most successful years in preserving clientele and acquiring new clients. Andrei will work to understand clients’ monetary challenges and the proactive steps that need to be taken under the economic forecast with the goal to make future retirement attainable or current retirement improved.As a former Vice President at Xerox for twenty-five years & former Senior Vice President at Printronix, Andrei also has a profound firsthand understanding in the affairs of executive-level compensation along with business assets under management. Andrei executes expert strategies in providing plans in areas including but not limited to:Retirement Income Planning with a focus on distribution strategiesEstate Planning,Business Succession PlanningInvestment Portfolio DesignAs a CERTIFIED FINANCIAL PLANNERTM & Chartered Retirement Planning Counselor, Andrei is a member of Ed Slott’s Master Elite IRA GroupSM; A group of financial advisors with the sole dedication of deducing complex financial problems. This group’s main area of focus is the efficient distribution of assets from individual retirement accounts. Andrei takes great pleasure in working closely with his clients, maintaining interpersonal relationships and assisting them in making informative decisions about their future. When Andrei isn’t developing strategic financial & business plans for his clientele, his preferred choice of leisure is spending quality time with his son.
Ed Slott’s Master Elite IRA Advisor Group: Ed Slott's Elite IRA Advisor Group℠ is an exclusive organization of financial advisors who are dedicated to being leaders in the IRA industry. Ed Slott's Master Elite IRA Advisor Group℠ is limited to invited advisors who have been a member for two consecutive years or longer. These members have completed training all of Ed Slott’s training modules and successfully passed the bi-annual exams based on material covered during our workshops and webcasts. Members are also required to attend at least one workshop per year.
Andrei Hall is a Registered Principal with, and securities are offered through, LPL Financial. Member FINRA/SIPC.Ed Slott and Ed Slott's Master Elite IRA Advisor GroupSM is not affiliated with Hall Wealth Management Group nor affiliated with or endorsed by LPL.The opinions voiced in this presentation are for general information only and are not intended to provide specific advice or recommendations for any individual. Traditional IRA account owners should consider the tax ramifications, age and income restrictions in regards to executing a conversion from a traditional IRA to a Roth IRA. The converted amount is generally subject to income taxation. This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.