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.

Download the PDF

 


 

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.

Website Disclosures

Hilltop Wealth Solutions (“Company”) is an SEC registered investment adviser located in Mishawaka, IN with branch office located in MI and other locations throughout IN.  The Company may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements.  The Company’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links.  Accordingly, the publication of the Company’s web site on the Internet should not be construed by any consumer and/or prospective client as the Company’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet.  Any subsequent, direct communication by the Company with a prospective client shall be conducted by a representative that is either registered or qualified for an exemption or exclusion from registration in the state where the prospective client resides.  For information pertaining to the registration status of the Company, please contact the SEC or the state securities regulators for those states in which the Company maintains a notice filing.  A copy of the Company’s current written disclosure statement discussing Company business operations, services, and fees is available by going online via the SEC’s Investment Advisers Public Disclosure (IAPD) database at www.adviserinfo.sec.gov, using SEC #801-115255.

The Company does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to the Company web site or incorporated herein and takes no responsibility, therefore.  All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by the Company, will be profitable or equal any historical performance level(s).

Certain portions of Company web site (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, the Company (and those of other investment and noninvestment professionals) positions and/or recommendations as of a specific prior date.  Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s).  Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from the Company, or from any other investment professional.

The Company is neither an attorney nor an accountant, and no portion of the web site content should be interpreted as legal, accounting or tax advice.

Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if the Company is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of the Company by any of its clients.  Rankings published by magazines and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser.  Rankings are generally limited to participating advisers.

To the extent that any client or prospective client utilizes any economic calculator or similar interactive device contained within or linked to the Company web site, the client and/or prospective client acknowledges and understands that the information resulting from the use of any such calculator/device, is not, and should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from the Company, or from any other investment professional.

Each client and prospective client agrees, as a condition precedent to his/her/its access to the Company web site, to release and hold harmless the Company, its officers, directors, owners, employees and agents from any and all adverse consequences resulting from any of his/her/its actions and/or omissions which are independent of his/her/its receipt of personalized individual advice from the Company.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.