#InstantIRASuccess - Twitter Hashtag

5 days ago

The #retirement planning landscape isn't standing still— and neither should your planning strategies. Join Ed Slott & Company in Brooklyn, NY, on July 9–10 for the 2-Day #InstantIRASuccess Workshop and get the latest on key tax and retirement planning developments. Topics include: 📌 #SECUREAct 2.0 updates 📌 Recent #RMD guidance 📌 Planning opportunities and challenges under the One Big Beautiful Bill Act (#OBBBA) Plus, today is your last chance to book within the hotel room block, and you can save $300 on registration with code LASTCHANCE. Register today: https://t.co/Z8yGP0IlMn

theslottreport's tweet photo. The #retirement planning landscape isn't standing still— and neither should your planning strategies.

Join Ed Slott & Company in Brooklyn, NY, on July 9–10 for the 2-Day #InstantIRASuccess Workshop and get the latest on key tax and retirement planning developments.

Topics include:
📌 #SECUREAct 2.0 updates
📌 Recent #RMD guidance
📌 Planning opportunities and challenges under the One Big Beautiful Bill Act (#OBBBA)

Plus, today is your last chance to book within the hotel room block, and you can save $300 on registration with code LASTCHANCE.

Register today: https://t.co/Z8yGP0IlMn

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Ed Slott and Company @theslottreport

25 days ago

#Tax law changes and #retirement planning updates aren’t slowing down — and neither should your planning strategies. At Ed Slott & Company’s 2-Day #InstantIRASuccess Workshop in Brooklyn, NY on July 9–10, advisors will get a practical look at the latest developments shaping retirement income and tax planning today. Sessions will cover: 📌 #SECUREAct 2.0 updates 📌 Recent #RMD guidance 📌 Planning impacts of the One Big Beautiful Bill Act (#OBBBA) Designed for real-world application, this workshop delivers insights and strategies advisors can bring directly into client conversations. Register now: https://t.co/Z8yGP0IlMn

theslottreport's tweet photo. #Tax law changes and #retirement planning updates aren’t slowing down — and neither should your planning strategies.

At Ed Slott & Company’s 2-Day #InstantIRASuccess Workshop in Brooklyn, NY on July 9–10, advisors will get a practical look at the latest developments shaping retirement income and tax planning today.

Sessions will cover:
📌 #SECUREAct 2.0 updates
📌 Recent #RMD guidance
📌 Planning impacts of the One Big Beautiful Bill Act (#OBBBA)

Designed for real-world application, this workshop delivers insights and strategies advisors can bring directly into client conversations.

Register now: https://t.co/Z8yGP0IlMn

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Ed Slott and Company @theslottreport

4 months ago

Our #IRA Expert, Andy Ives, CFP®, AIF®, is here to shake off the post-lunch fog at our Las Vegas #InstantIRASuccess workshop and dive into the sneaky #IRA rule traps that can quietly cost clients thousands. With real-world examples, practical tips, and plenty of “don’t let this happen to you” moments, Andy is breaking down the most common mistakes advisors see — and exactly how to avoid them.

theslottreport's tweet photo. Our #IRA Expert, Andy Ives, CFP®, AIF®, is here to shake off the post-lunch fog at our Las Vegas #InstantIRASuccess workshop and dive into the sneaky #IRA rule traps that can quietly cost clients thousands.

With real-world examples, practical tips, and plenty of “don’t let this happen to you” moments, Andy is breaking down the most common mistakes advisors see — and exactly how to avoid them.

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EDGE Investment Solutions @EDGEsvp

11 months ago

The Ed Slott conference wrapped up last Friday, and our team capped it off with a photo with Ed Slott himself. It was a highly educational experience, keeping us razor-sharp on the latest tax and retirement strategies tied to new government policies. #instantirasuccess #edslott

EDGEsvp's tweet photo. The Ed Slott conference wrapped up last Friday, and our team capped it off with a photo with Ed Slott himself.

It was a highly educational experience, keeping us razor-sharp on the latest tax and retirement strategies tied to new government policies. #instantirasuccess #edslott https://t.co/54qF2VPMlb

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EDGE Investment Solutions @EDGEsvp

11 months ago

💥Just wrapped an amazing session at the Ed Slott conference in Chicago! Our team is buzzing with new knowledge on Roth conversions—packed with strategies to optimize your IRA! Stay tuned for more game-changing insights! #instantirasuccess

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Ed Slott and Company @theslottreport

11 months ago

Day 2 of our #InstantIRASuccess workshop is starting off strong with the man himself, Ed Slott, discussing #Roth #IRA conversion planning after the #SECUREAct!

theslottreport's tweet photo. Day 2 of our #InstantIRASuccess workshop is starting off strong with the man himself, Ed Slott, discussing #Roth #IRA conversion planning after the #SECUREAct! https://t.co/Wf8yWGIwtL

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Modern Life @ModernLifeHQ

11 months ago

At the Ed Slott & Company @theslottreport #InstantIRASuccess event in Chicago? Stop by to learn how Modern Life can make the life insurance process faster and easier for both you and your clients.

ModernLifeHQ's tweet photo. At the Ed Slott & Company @theslottreport #InstantIRASuccess event in Chicago? Stop by to learn how Modern Life can make the life insurance process faster and easier for both you and your clients. https://t.co/jlb3NFDPxo

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EDGE Investment Solutions @EDGEsvp

11 months ago

Just wrapped up our first session at the Ed Slott conference in Chicago! 💪🏼💥 Our team is buzzing with new info on the big, beautiful bill and Trump accounts. We're staying sharp on the latest IRA updates and can't wait to share these game-changing insights! #instantirasuccess

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EDGE Investment Solutions @EDGEsvp

11 months ago

Our team is at the Ed Slott conference in Chicago, diving into the latest IRA updates! Excited to absorb cutting-edge insights and share fresh strategies with you. Stay tuned for game-changing tips! #instantirasuccess

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Ed Slott and Company @theslottreport

12 months ago

New law = new planning potential. With the Tax Cuts and Jobs Act (#TCJA) now permanent, #Roth conversions, QBI, and estate planning strategies are more valuable than ever. Stay prepared — join us at one of our upcoming #InstantIRASuccess workshops to ensure your practice and your clients are ready! 💰 Use code EARLYBIRD for $500 off registration. Learn more and register here: https://t.co/g1EzXDmPNw

theslottreport's tweet photo. New law = new planning potential.

With the Tax Cuts and Jobs Act (#TCJA) now permanent, #Roth conversions, QBI, and estate planning strategies are more valuable than ever.

Stay prepared — join us at one of our upcoming #InstantIRASuccess workshops to ensure your practice and your clients are ready!

💰 Use code EARLYBIRD for $500 off registration.

Learn more and register here: https://t.co/g1EzXDmPNw

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Ed Slott and Company @theslottreport

about 1 year ago

Our upcoming 2-Day #InstantIRASuccess workshop in Chicago, IL is officially SOLD OUT! But don't worry - registration is now open for our virtual 2-Day program, taking place September 17-18, 2025. Learn more and register here: https://t.co/UcUupCpEzp

theslottreport's tweet photo. Our upcoming 2-Day #InstantIRASuccess workshop in Chicago, IL is officially SOLD OUT! But don't worry - registration is now open for our virtual 2-Day program, taking place September 17-18, 2025.

Learn more and register here: https://t.co/UcUupCpEzp https://t.co/YSzKQCUwhh

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Ed Slott and Company @theslottreport

almost 2 years ago

We’re off to a great start this morning for day two of our #InstantIRASuccess workshop here in National Harbor!

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Ed Slott and Company @theslottreport

almost 2 years ago

We can’t think of any better way to finish off day one of our #instantIRASuccess program here in National Harbor, than with Derek Gubala of @BrookstoneCM, our platinum sponsor for this event!

theslottreport's tweet photo. We can’t think of any better way to finish off day one of our #instantIRASuccess program here in National Harbor, than with Derek Gubala of @BrookstoneCM, our platinum sponsor for this event! https://t.co/41I706ccHt

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Ed Slott and Company @theslottreport

over 2 years ago

In today's Slott Report, we discuss just a handful of the numerous questions we received from our attendees last week in La Jolla, CA at our 2-Day #InstantIRASuccess workshop. Read more here: https://t.co/iBoLWDzOdJ

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Ed Slott and Company @theslottreport

over 2 years ago

We're coming to the end of day one of our #InstantIRASuccess workshop here in La Jolla, CA. It's always a pleasure to see our wonderful sponsors at each and every workshop. Thank you for making the trip to join us again!

theslottreport's tweet photo. We're coming to the end of day one of our #InstantIRASuccess workshop here in La Jolla, CA. It's always a pleasure to see our wonderful sponsors at each and every workshop. Thank you for making the trip to join us again! https://t.co/boHYnRFLzu

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Ed Slott and Company @theslottreport

almost 3 years ago

Thank you to all of our wonderful #InstantIRASuccess attendees for a great program here in Boston. Have a safe trip home and we will see you again very soon!

theslottreport's tweet photo. Thank you to all of our wonderful #InstantIRASuccess attendees for a great program here in Boston. Have a safe trip home and we will see you again very soon! https://t.co/pKfbFzOP7n

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Ed Slott and Company @theslottreport

almost 3 years ago

We’re well under way for day 2 of our #InstantIRASuccess program here in Boston, with our #IRA experts Ian Berger, JD and Sarah Brenner, JD!

theslottreport's tweet photo. We’re well under way for day 2 of our #InstantIRASuccess program here in Boston, with our #IRA experts Ian Berger, JD and Sarah Brenner, JD! https://t.co/1K6J14Txhw

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Ed Slott and Company @theslottreport

almost 3 years ago · Boston

The advisors are coming! Ed is checking out the sights here in Boston, starting with the Paul Revere house, ahead of our 2-day #InstantIRASuccess program later this week. Who will we see there?

theslottreport's tweet photo. The advisors are coming! Ed is checking out the sights here in Boston, starting with the Paul Revere house, ahead of our 2-day #InstantIRASuccess program later this week. Who will we see there? https://t.co/Oj6Jb7lqnO

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Brookstone Capital Management @BrookstoneCM

over 3 years ago

Proud Platinum Sponsor at Ed Slott and Company's #InstantIRASuccess workshop in Las Vegas! Thank you for giving us the opportunity to educate financial professionals who want to elevate their practice. We had a fantastic time 😎.

BrookstoneCM's tweet photo. Proud Platinum Sponsor at Ed Slott and Company's #InstantIRASuccess workshop in Las Vegas! Thank you for giving us the opportunity to educate financial professionals who want to elevate their practice. We had a fantastic time 😎. https://t.co/SmU8e1qWDO

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Ed Slott and Company @theslottreport

over 3 years ago

And that’s a wrap! Thank you to all of our attendees and sponsors who made this #InstantIRASuccess workshop in Las Vegas so great! Have a safe trip home.

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