Beth Blecker, RFC, Completes Advanced Training Program in Retirement Planning Strategies, Tax Laws and New DOL Fiduciary Rule

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Beth Blecker, RFC and CEO of Eastern Planning Inc., ( a full-service, financial-advisory firm, completed the 2-day training course from America’s IRA Experts with Ed Slott and Company. The workshop provided in-depth technical training on advanced retirement account planning strategies, estate planning techniques and new tax laws, as well as insight on rules and regulations pertaining to the Department of Labor’s new Fiduciary Rule.

“Individual Retirement Accounts (IRAs) are a key part of the regularly changing financial planning field,” says Beth Blecker, RFC,

“Individual Retirement Accounts (IRAs) are a key part of the regularly changing financial planning field,” says Beth Blecker, RFC, founder and Chief Executive Officer of Eastern Planning, Inc. “It’s important to stay current with new rule changes and long-term planning techniques.” Blecker attends two in-person workshop sessions annually on advanced planning topics, totaling nearly 40 hours of in-person training each year.

“I commend Beth Blecker, who has been associated with our advanced training program for ten years, for taking the latest retirement planning training and education and for continuing to invest in her education for the benefit of her clients well before legislation required it,” said Ed Slott, CPA, and nationally recognized IRA authority.

Program highlights included: estate tax reduction strategies; advanced IRA trust planning, including when and when not to name a trust as an IRA beneficiary; charitable IRA rollovers and how the PATH Act of 2015 makes qualified charitable distributions (QCDs) a permanent feature in the US tax code; the elimination of two key Social Security filing strategies and revised techniques for income planning; tax planning for investment income; rules for contributing to multiple retirement accounts; IRA creditor protection strategies; overcoming IRA rollover challenges now that more restrictive rules were put in place in 2015; Roth recharacterization and IRA withdrawal strategies and more.

“I have confidence in my capabilities to provide clients advice in their best interest as it relates to their IRA and retirement income sources and have access to technical consultants if an unusual situation or question arises,” says Blecker.

“99 percent of advisors are not aware of the latest tax and IRA distribution rules. That is why it is important for financial professionals to receive on-going education and for consumers to work with a well-informed advisor,” says Slott. “A comfortable retirement begins with accurate IRA advice. Advisors associated with Ed Slott and Company always have access to the latest retirement account and tax planning rules and strategies available.”

ABOUT EASTERN PLANNING INC: The professionals at Eastern Planning, Inc., understand that the best financial plans extend beyond spreadsheets and graphs. The plans we create for our clients reflect every aspect of their lives, needs, family structure and values – delving into areas that statistics simply can’t measure. Unlike most financial firms, our strategies are custom-fit to each retiree's unique goals and family situation. For more information on Eastern Planning please visit: / 845-627-8300.

Ed Slott’s Elite IRA Advisor Group is solely an indication that the financial advisor has attended training provided by Ed Slott and Company. Ed Slott is not affiliated with Royal Alliance Associates, Inc. Securities and advisory services offered through Royal Alliance Associates, Inc. Member FINRA/SIPC. Additional advisory and financial planning offered through Affiliated Advisors, Inc. Insurance services offered through Eastern Planning Inc. Listed entities not affiliated with Royal Alliance.

Beth Blecker and the Eastern Planning, Inc., offices are located at: One Blue Hill Plaza, 5th floor, Pearl River, NY 10965.

Members of the media wishing to speak with Beth Blecker should contact: Joseph Finora: jfinora(at)optonline(dot)net / 631-680-7870.

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