Gainesville, GA – May 1, 2026
Beau Henderson, CEO of RichLife Advisors, has completed advanced IRA and retirement-tax training with Ed Slott and Company, LLC, by attending the firm’s Spring 2026 workshop of Ed Slott’s Elite IRA Advisor GroupSM, held April 23–24 in Las Vegas, Nevada.
Tax season may be over for many, but tax planning never stops. While most Americans focused on filing their 2025 returns, the financial professionals gathered at this workshop were studying the tax laws that will affect retirement savings for years to come. The goal is not to minimize this year’s tax bill, but to minimize the lifetime tax burden on every dollar saved.
This invitation-only training brought together top financial professionals from across the country for two days of instruction on the layered requirements now facing retirement savers under three simultaneous major laws. The SECURE Act, SECURE 2.0 Act, and the newly enacted One Big Beautiful Bill Act (OBBBA) are now all in effect with overlapping rules that require careful coordination. Participants received live instruction from America’s IRA Experts on how to help clients navigate these changes and protect more of their retirement savings.
“The OBBBA extended lower tax rates, and that opens a real planning window,” said Ed Slott, CPA, founder of Ed Slott and Company, LLC. “Every year you do not use a lower tax bracket, that opportunity is gone forever. There are no credits for wasted brackets in future years. The advisors who trained with us this week know exactly how to take advantage of this window before it closes.”
Key Takeaways for Retirees and Families
- The SECURE Act, SECURE 2.0 Act, and OBBBA: Three landmark laws are now simultaneously in effect with overlapping rules that require careful coordination to avoid costly mistakes.
- Trump Accounts: A new tax-advantaged savings vehicle takes effect in July 2026, and advisors received a full briefing on how these accounts work alongside existing IRAs and 401(k)s.
- Roth Conversions: Converting retirement savings to a Roth IRA is one of the most powerful ways to reduce lifetime taxes, but advisors identified fifty distinct planning considerations that determine whether, when, and how much to convert.
- Final IRS RMD Regulations: The IRS finalized nearly 300 pages of required minimum distribution rules, and advisors reviewed exactly what those rules require for account owners, spouses, and beneficiaries.
- Inherited IRAs and the 10-Year Rule: Beneficiaries who inherit an IRA face strict distribution deadlines most families do not know exist, with requirements that vary based on account type and beneficiary relationship.
- Mandatory Roth Catch-Up Contributions: Starting in 2026, high earners making catch-up contributions to a 401(k) must direct those dollars to Roth, and advisors reviewed which clients are affected and what action is required before year-end.
- IRAs vs. 401(k) Plans: These two account types follow entirely separate rules on contributions, rollovers, and distributions, and confusing them can trigger unexpected taxes and penalties.
Featured Guest Sessions Included:
- Shannon L. Evans, J.D., LL.M. Taxation, Evans and Associates presented on protecting aging parents’ retirement accounts before a health or cognitive decline makes planning changes impossible, and how beneficiary mistakes made today create the largest tax bills for heirs.
- Ty Bennett, Leadership Inc. shared research-backed strategies on what separates elite financial professionals from average ones, including a live Ninja Warrior demonstration on focus and adaptability under pressure.
The Las Vegas workshop also highlighted the firm’s nationwide consumer-education initiative, Ed Slott and Company’s Ultimate Retirement Tax-Savings Roadmap now live at irahelp.com/retirementroadmap. This program helps retirees understand how to generate tax-efficient income, time Roth conversions, and avoid beneficiary mistakes by working with a trained advisor.
Henderson can be contacted for IRA and retirement-related questions. Visit richlifeadvisors.com or call 770-249-7424.
ABOUT ED SLOTT AND COMPANY, LLC:
Ed Slott and Company, LLC, America’s IRA Experts, is the nation’s leading authority on retirement tax and IRA education. Backed by a team of tax, legal, and retirement specialists, the firm trains financial professionals nationwide and provides retirement savers with clear, practical answers to their most important planning questions. Its flagship program, Ed Slott’s Elite IRA Advisor GroupSM, includes nearly 500 of the nation’s top financial professionals. The company also publishes Keep More Quarterly, a consumer newsletter focused on retirement tax-saving strategies. Led by founder Ed Slott, CPA, with nationally recognized experts Sarah Brenner, JD; Andy Ives, CFP®, AIF®; and Ian Berger, JD, the team is frequently featured in major media including The Wall Street Journal, CNBC, Forbes, and The New York Times. Slott is the author of The Retirement Savings Time Bomb Ticks Louder and co-host of the popular podcast, The Great Retirement Debate available on all major streaming platforms. Visit irahelp.com for more information.
ABOUT RICHLIFE ADVISORS:
RichLife Advisors is an independent retirement planning firm serving pre-retirees and retirees. Known for its proactive tax strategies and Social Security expertise, RichLife helps clients align their money with their life goals through its proprietary RichLife Retirement Roadmap. The firm’s education-first approach reaches audiences weekly through its radio show and podcast, The RichLife Retirement Show with Beau Henderson, and has been featured in national media outlets including The Wall Street Journal, CNBC, and Forbes. Learn more at RichLifeAdvisors.com, including current career and internship opportunities.
DISCLOSURE
RichLife Advisors, LLC provides investment advisory services through Fiduciary Capital, Inc. Beau Henderson is a licensed insurance professional in Georgia. RichLife Advisors does not provide tax or legal advice.
Working with an advisor that is part of the Ed Slott’s Elite IRA Advisor GroupSM cannot guarantee investment success or that financial goals will be achieved. There can be no assurance that working with a member advisor will produce or achieve better results than working with an advisor not affiliated with the program. Advisors that participate in this program pay a fee to belong to the program.
Converting an employer plan account or Traditional IRA to a Roth IRA is a taxable event. Increased taxable income from the Roth IRA conversion may have several consequences including but not limited to, a need for additional tax withholding or estimated tax payments, the loss of certain tax deductions and credits, and higher taxes on Social Security benefits and higher Medicare premiums. Be sure to consult with a qualified tax advisor before making any decisions regarding your IRA.