Beth Blecker, RFC, Completes 2019 Tax Planning Training, IRA and Estate Planning in Focus as Congress Considers Tax Changes

USA - English

• USA - English

NANUET, N.Y., June 7, 2019 /PRNewswire-PRWeb/ -- "This last tax season proved that the financial planning rules are regularly changing," said Beth Blecker, RFC, and 13-year program veteran. "Our firm's commitment to professional education helps us help our clients while enabling Eastern Planning to maintain its position as an elite and forward-looking, wealth-management firm. We are always ready to help clients navigate difficult and changing financial challenges."

The training was conducted with the Ed Slott Master Elite IRA Advisor Group. Key topics included:

• Advanced retirement account planning strategies
• Estate planning and gift exemption techniques
• Qualified business income deduction planning
• Making charitable distributions
• Doubling IRA contributions
• Inherited and divorce IRAs and IRA trusts

One change Congress is considering would raise the Required Minimum Distribution (RMD) age from 70.5 to 72. Such a move would potentially make it easier for Americans to further grow their retirement savings.

Congress is presently considering two bills that may impact key retirement planning strategies; the SECURE Act in the House and RESA in the Senate. "It's crucial that financial professionals are paying attention to these potentially major changes," said Slott.

"As a member of our advanced training program for 13 years, Blecker is part of an exclusive group of elite financial professionals that have continuously prioritized their retirement planning education," added Slott.

"When designing financial futures it's imperative that the most current planning techniques are utilized," emphasized Blecker. "Eastern Planning clients have come to expect the latest in financial planning. Ongoing training is one of the things that make this possible."

Beth Blecker and the Eastern Planning, Inc., offices are located at: One Blue Hill Plaza, 5th floor, Pearl River, NY 10965. For more information on Eastern Planning please visit: http://www.easternplanning.com / 845-627-8300.

Members of the media wishing to speak with Beth Blecker should contact: Joseph Finora: [email protected] / 631-680-7870.

[disclaimer] 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. Eastern Planning and Royal Alliance do not offer tax services. Please consult with a tax professional for specific, individualized advice.

SOURCE Beth Blecker, RFC