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Continuing Education to Better Serve You

Jul 14, 2026 | Blog

This past weekend, I spent two full days attending Ed Slott’s Instant IRA Success Workshop, an intensive program focused on the latest IRA, retirement, and tax planning strategies. Over the course of the workshop, more than 420 pages of retirement and tax planning material were reviewed and discussed.

Ed Slott, known as “America’s IRA Expert,” has been called “the nation’s leading source of IRA advice” by USA Today. The workshop covered current and complex retirement tax rules, planning opportunities, and strategies that can make a meaningful difference in retirement outcomes.

I attended because at E2E Financial, we believe you deserve an advisor who is committed to continuous learning and staying ahead of changes that could impact your financial future.

Here are a few of the biggest takeaways:

Roth IRAs and Roth 401k’s are the best IRA/401k accounts to have.
We are at historically low income tax rates: use them now!
Tax preparation costs you money. Tax planning saves you money.

The most powerful retirement strategies happen when investment planning and tax planning work together. That’s why we coordinate closely with your CPA to help ensure every piece of your financial plan is aligned.

Is your current planning firm keeping up on the latest tax planning opportunities? Sign up for your free second opinion and let’s revisit your financial and tax planning: schedule a complimentary consultation. I’d love the opportunity to put these new insights to work for you.

And as always, your weekly market update is here.

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