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Hilltop Wealth and Tax Solutions Completes Advanced Training

Hilltop Tax and Wealth Solutions Completes Advanced Training

Mishawaka, IN – November 3, 2022 – Erik Brenner, President, CEO, and Private Wealth Advisor at Hilltop Wealth and Tax Solutions, alongside the Hilltop team and members of Ed Slott and Company’s Master Elite IRA Advisor GroupSM, attended the semiannual workshop on the latest retirement account planning strategies, estate planning techniques, and tax laws on October 20-22, 2022. The invite-only workshop provided in-depth, officially accredited technical training on advanced retirement account planning strategies, tax and retirement law changes, and estate planning techniques, alongside guest lectures from industry leaders.

“I commend Brenner for continuously prioritizing education on this ever-changing financial landscape. They are going above and beyond to deliver informed and accurate financial guidance to their clients at a time when it’s needed most,” said Ed Slott, CPA, founder of Ed Slott and Company, AARP columnist, Professor of Practice at The American College of Financial Services® and nationally recognized IRA Expert named “Best Source for IRA Advice” by The Wall Street Journal.

Training highlights from this event include:

  • A detailed look at 2022 required minimum distribution (RMDs), including updates on determining required beginning dates (RBDs) and the “still working” exception.
  • A comprehensive IRA update on the latest IRA tax laws changes, new tax strategies, rulings, court cases and planning opportunities.
  • A special presentation by Vicki Rackner MD, principal of Engaging Doctors on how financial advisors can better serve doctors.
  • A look at cryptocurrency in IRAs, including details on how to invest, potential risk factors and DOL guidance.
  • A 2022 year-end gift planning overview, including a review of the history of estate taxes and the tax benefits of gifting.

 

“The retirement planning landscape is constantly evolving, and this year is no different,” “Through membership with Ed Slott and Company, I can serve the best interests of my clients as news continues to break, always staying equipped with the latest retirement laws and strategies,” said Brenner, President and CEO of Hilltop Tax and Wealth Solutions. Slott followed up, saying that “working with an advisor who has access to the latest retirement planning information, as well as receiving advanced technical training, helps ensure that your hard-earned nest egg is protected now and in the future.”

The partnership between the renowned educational services of Ed Slott and Company, LLC and Hilltop Tax and Wealth Advisor’s exceptional practice in retirement planning provides Hilltop clients access to top-notch education that can be put to action in accordance with certified, best-in-class financial planning professionals.

At Hilltop, you have a partner with a vested interest in assisting your ascent. As fiduciaries, we have a legal responsibility to provide you with financial services that work for you as opposed to selling products that benefit us first. We employ an interactive, client-centric, holistic planning process that helps identify your long-term goals as well as put education first so that you can understand your strategy and achieve independence with your finances.

Hilltop Tax and Wealth Advisors can be contacted for more information on IRA and retirement-related questions. Please locate them at 527 Park Place Court, Suite 100, Mishawaka IN, 46545, visit their website at https://hilltopwealthsolutions.com/, or call (574) 889-7526.

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Hilltop Wealth and Tax Solutions (“Hilltop”) is a registered investment advisor with the Securities and Exchange Commission (“SEC”) and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. SEC registration does not imply a certain level of skill or training. Please refer to our Form ADV Part 2A disclosure for additional information regarding the qualifications and business practices of Hilltop.
There was no compensation (cash or non-cash) in connection with the endorsement of Mr. Ed Slott. The endorsement should not be construed by a client or prospective client as a guarantee to experience a certain level of results if Hill Top Wealth Solutions is engaged. This advertisement should not be interpreted as a current or past endorsement of Hill Top Wealth Solutions, as every investor experience is different.

Hilltop Wealth Solutions (“Hilltop”) is a registered investment advisor with the Securities and Exchange Commission (“SEC”) and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. SEC registration does not imply a certain level of skill or training. Please refer to our Form ADV Part 2A disclosure and Client Relationship Summary (Form CRS) for additional information regarding the qualifications and business practices of Hilltop. Hilltop Wealth Solutions, LLC is an SEC Registered Investment Adviser firm. Hilltop Tax Solutions, LLC, is an affiliate of Hilltop. Wealth Solutions that provides tax and bookkeeping services.
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