SCOTTSDALE, AZ – Randall B. Stoltz, President of Clear Directions Investments, completed advanced IRA training with Ed Slott and Company, LLC at the 20th Anniversary Ed Slott’s Elite IRA Advisor Group℠ workshop, held May 15–16 in Atlanta, Georgia—the program’s founding city.
The invitation-only event brought together top financial professionals for two days of in-depth education on retirement planning, estate strategies, and tax law updates. Attendees received a nearly 300-page manual covering advanced retirement topics.
“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. Stoltz 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 workshop insights included:
- Final IRS guidance on SECURE Act and SECURE 2.0: new RMD rules, spousal rollovers, and the 10-year rule for inherited accounts
- 2026 mandatory Roth catch-up rule for high earners
- Strategies for Roth conversions, Social Security timing, and withdrawal sequencing during market volatility
- Guest speakers:
- Heather Schreiber, RICP® on Social Security and IRMAA
- Jeffrey Levine, CPA/PFS, CFP® on 2025 retirement and tax strategies
- Attorney Shannon Evans, JD, LL.M. on estate crisis prevention
- Real case studies on RMDs, charitable distributions, and Roth planning
“Even more than market losses, taxes are the single biggest expense in retirement—and the biggest gap in most plans,” said Stoltz. “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 introduced “The Ultimate Retirement Tax-Savings Roadmap,” a new consumer education campaign launching this summer. Learn more or sign up 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.”
Stoltz can be contacted for more information on IRA and retirement-related questions. Please visit www.cleardirectioninvestments.com or call (602) 889-6500.
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 “ SM ® The Retirement Savings Time Bomb Ticks Louder” (Penguin Random House, 2024), and co-host of “ The Great Retirement Debate” podcast, available on Spotify, Apple, Stitcher, and Amazon. Visit irahelp.com for more information.
About Clear Direction Investments:
Clear Direction Investments is an Asset Management firm serving high net worth individuals and families, as well as partnerships and corporations with sophisticated investment needs. We are here to provide continuous support throughout your financial journey while taking a human approach beyond the technical; to ensure that your best interests are carried out during these important steps in your life.
This information is for educational purposes only and does not constitute direct investment advice or a direct offer to buy or sell an investment and is not to be interpreted as tax or legal advice. The views of this material are those solely of the author and do not necessarily represent the views of affiliates. Statistical data contained in this material was obtained from third-party sources believed to be reliable.
This material is not to be interpreted as tax or legal advice. Please speak with your own tax and legal advisors for advice/guidance regarding your particular situation.
Securities offered through Concorde Investment Services, LLC (CIS), member FINRA/SIPC. Advisory services offered through Concorde Asset Management, LLC (CAM), an SEC registered investment adviser. Clear Direction Investments is independent of CIS and CAM.
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