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Joe LaTour, financial advisor of LaTour Asset Management, LLC, completed advanced training with Ed Slott and Company, LLC by attending a landmark 20th anniversary workshop of Ed Slott’s Elite IRA Advisor Group, held May 15-16 in Atlanta, Georgia — the city where the program began two decades ago.
This invitation-only event brought together top financial professionals from across the country for two days of in-depth education on retirement account planning strategies, estate planning techniques, and up-to-the-minute tax law updates. Training materials included a nearly 300-page manual, covering advanced topics that directly impact retirement savers.
“As the retirement landscape grows more complex—with new tax laws, evolving regulations, and market volatility—advisors must be equipped to guide clients through it all,” said Ed Slott, CPA, founder of Ed Slott and Company and Professor of Practice at The American College of Financial Services®. “Staying educated isn’t just an advantage—it’s a responsibility. LaTour is part of an exclusive group of advisors who train with us twice per year to stay ahead of the latest retirement tax changes and planning strategies.”
Key insights from this workshop included:
- 2025 Tax Law Updates: Final IRS guidance on SECURE Act and SECURE 2.0 regulations, including new RMD rules, spousal rollover provisions, and the 10-year rule for inherited accounts.
- New Catch-Up Rules: Review of the 2026 mandatory Roth catch-up provision for high earners—and how to help clients prepare.
- Planning in a Volatile Market: Strategies for blending Roth conversions, Social Security timing, and withdrawal sequencing to manage taxes while protecting assets from market risk.
- Special Guest Speakers:
- Heather Schreiber, RICP® on optimizing Social Security and IRMAA planning during retirement-timely guidance as more retirees look to protect income and leave a legacy.
- Dr. Jordan Grumet, hospice physician and author of “The Purpose Code,” on integrating purpose and financial planning.
- Jeffrey Levine, CPA/PFS, CFP®, with top tax, retirement, and estate strategies for 2025.
- Attorney Shannon L. Evans, JD, LL.M. on crisis-prevention estate planning and incapacity readiness.
- Real Case Studies: New IRS private letter rulings on estate portability, missed RMDs, charitable distributions, and Roth strategies—plus a detailed NUA rescue case.
“Even more than market losses, taxes are the single biggest expense in retirement—and the biggest gap in most plans,” said LaTour. “With so much uncertainty right now, it’s never been more important to evaluate Roth conversions, review beneficiaries, and make sure tax-saving opportunities don’t slip away.”
The event also previewed “Ed Slott and Company’s Ultimate Retirement Tax-Savings Roadmap,” a new consumer education campaign launching this summer. The YouTube special— and accompanying tools—reflect the firm’s growing commitment to help more Americans make informed retirement decisions and highlight the importance of working with well-trained advisors. Individuals can sign up to be notified at irahelp.com/retirementroadmap.
‘I’m proud of every advisor in this group for their commitment to continuous learning,” said Slott. “After 20 years, it’s clear this group continues to set the gold standard for retirement education in America.”
Joe LaTour can be contacted for more information on IRA and retirement-related questions. Please visit www.LaTourAsset.com or call 417-886-5724.
ABOUT ED SLOTT AND COMPANY, LLC: Ed Slott and Company, LLC is the nation’s leading provider of retirement tax education for financial advisors, CPAs, and attorneys. Backed by a team of nationally recognized experts—including CPAs, attorneys, and retirement specialists—the firm delivers ongoing, in-depth training on the latest tax laws, IRA planning strategies, and retirement distribution rules. Its flagship program, Ed Slott’s Elite IRA Advisor Group, is comprised of 500 of the nation’s top financial professionals who receive semiannual live training, monthly updates, and case law analysis to help clients keep more of their retirement savings. The company’s multi-disciplinary team also contributes to the retirement income curriculum at The American College of Financial Services® and is featured regularly in top-tier media including The Wall Street Journal, CNBC, Forbes, and The New York Times. Founder Ed Slott, CPA, is the creator of several public television specials, author of “The Retirement Savings Time Bomb Ticks Louder” (Penguin Random House, 2024), and co-host of “The Great Retirement Debate” podcast, available on Spotify, Stitcher, and Amazon. Visit irahelp.com for more information.
At LaTour Asset Management, LLC our mission is to work closely with our clients to design financial strategies that provide confidence and clarity while also helping to protect their future.
Investment Adviso1y Services offered through LaTour Asset Management, LLC, an investment advisor in the states of Missouri, Arkansas, Texas, and Alaska.
