Ed Slott Joins the Podcast

What you will learn from Ed Slott in the Podcast:

• The benefits of a Roth Conversion to help offset future taxes
  • Watch this 9-minute clip from the show about Roth Conversions
• The reason so many people aren’t actually in a lower tax bracket in retirement
• How the SECURE Act has created huge risks in long-term and legacy planning – and why you may now need to update your trusts
• The biggest mistake that people make in leaving money to the next generation
• Why life insurance can provide a better benefit to families than an IRA
• Why so few people are familiar with Qualified Charitable Distributions – and how they can offer huge value in tax preparation
• What makes the health savings account the deal of the century

If you prefer to listen to this Episode CLICK HERE