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William Steve Wright completed advanced IRA distribution training at Ed Slott and Company’s recent Elite IRA Advisor Group Workshop on May 2-4, in Dallas, Texas.
Covering recent updates such as the American Taxpayer Relief Act of 2012 and the Health Care Law’s tax consequences, Wright joined over 200 of the nation’s top financial professionals who are dedicated to solving the country’s biggest and most complex financial problem — effectively managing the distribution of assets from Individual Retirement Arrangements.
Attendees were educated on Roth conversion planning, estate planning and leveraging current tax law in an effort to ensure their clients’ retirement accounts are set-up and maintained correctly.