Podcast Episodes featuring Ed Slott
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The Tax Risks That Could Blow Up Your Retirement Plan, with Ed Slott
Afford Anything - March 24, 2021 21:18 - 1 hour ★★★★★ - 3.3K ratings#307: “Taxes are the single biggest factor that separates people from their retirement dreams.” That’s a quote from today’s guest, Ed Slott, a nationally recognized IRA distribution expert, practicing CPA, and bestselling author. He argues that there’s a high likelihood that tax rates could rise ...
Tax Season Tips with Ed Slott
Jill on Money with Jill Schlesinger - February 06, 2021 08:01 - 16 minutes ★★★★★ - 1.7K ratingsAfter a tumultuous 2020, the IRS will open tax filing season on Friday, February 12th, a few weeks later than years in the past. The deadline to file and pay any tax owed is once again different, with Tax Day being delayed to May 17, 2021. To celebrate the upcoming opening of tax season, this we...
Tax Season Tips with Ed Slott
Jill on Money with Jill Schlesinger - March 14, 2019 07:01 - 32 minutes ★★★★★ - 1.7K ratingsWith tax season in full swing, it can only mean one thing. It’s time for our annual chat with Ed Slott, the ultimate tax guru, and founder of IRA Help. Here is your tax season boot camp for the first tax year of the Tax Cuts and Jobs Act (TCJA). Itemized vs. Standard Deduction: Every taxpayer nee...
Episode 193 - Invaluable Advice from One of the Top IRA Experts in the Country, Ed Slott
Retire Secure! - May 03, 2017 04:00 - 49 minutes ★★★★ - 32 ratingsShould you choose a Roth or a Traditional IRA? Is a Roth IRA conversion right for you? What are the tax implications of your choices, both now and taking into account potential future tax law changes? There are so many questions it can seem impossible to develop a sound strategy, but you need to ...
Tax Prep Tips with Ed Slott
Jill on Money with Jill Schlesinger - March 16, 2017 07:01 - 36 minutes ★★★★★ - 1.7K ratingsWith Tax Day right around the corner, our guest, Ed Slott, CPA, is in the house to review some last-minute tips, dos and don'ts, and provide sage advice about which IRA might be right for you. Ed is not only a tax guru, he’s also a total character. He skillfully presents what is usually dry adv...
Episode 166 - Ed Slott’s Retirement Decision Guide, 2016
Retire Secure! - March 11, 2016 05:00 - 47 minutes ★★★★ - 32 ratingsEpisode 166 - Ed Slott’s Retirement Decision Guide, 2016
Episode 152 - Retirement Decisions Guide 2015 with Ed Slott, CPA
Retire Secure! - December 10, 2015 05:00 - 48 minutes ★★★★ - 32 ratingsTOPICS COVERED: Guest Introduction: Ed Slott, CPA; Roth IRAs as an Alternative to a 529 Plan; The Importance of Beneficiary Forms; Potential Death of the Stretch; An Alternative to the Stretch; The Integration of Social Security Strategies and IRA Strategies
Episode 136 - Ed Slott helps IRA Owners Protect their Legacy
Retire Secure! - August 03, 2015 04:00 - 48 minutes ★★★★ - 32 ratingsEpisode 136 - Ed Slott helps IRA Owners Protect their Legacy - TOPICS COVERED: Guest Introduction: Ed Slott, CPA, America’s IRA Expert, The Stretch IRA and How It Might be Changing, Encouraged Planning, IRA Creditor Protection, Rollover Limitations, Roth IRA Conversions, Differences between IRAs...
Episode 112 - Ed Slott, CPA, on the End of the Stretch IRA
Retire Secure! - January 16, 2015 05:00 - 50 minutes ★★★★ - 32 ratingsEd Slott on the End of the Stretch IRA Jim Lange, CPA/Attorney Guest: Ed Slott, CPA Episode 112 TOPICS COVERED: Guest Introduction: Ed Slott, CPA Stretch IRAs When May Stretch IRAs Disappear? How Likely is a Tax Law Overhaul? Beginning Retirement Planning at a Younger Age and the Book to Help Yo...
Should I Convert to a ROTH IRA? A Talk with Ed Slott
Retirement Answer Man - September 07, 2014 21:41 - 34 minutes ★★★★★ - 1.1K ratingsTaxes suck. They erode away your income, savings and investments. One strategy to maximize your retirement savings is to convert your IRA to a ROTH IRA. ROTH IRAs are a powerful tool to help you do this but there are lots tax and planning issues to consider first. That's why I turned to Ed Slot...
Episode 90 - Year End IRA Review with Special Ed Slott, CPA
Retire Secure! - August 22, 2014 04:00 - 49 minutes ★★★★ - 32 ratingsEpisode 90 - Year End IRA Review with Special Ed Slott, CPA
Episode 65 - Ed Slott, CPA, America's Top IRA and Retirement Plan Expert
Retire Secure! - April 11, 2014 04:00 - 56 minutes ★★★★ - 32 ratingsTOPICS COVERED: Introduction of Guest – Ed Slott; Find a Competent Advisor; Move Your Money to Tax-Free Territories; Avoiding Mistakes with Inherited IRAs; Estate Planning and Trust Intricacies
Episode 25 - Powerful Wealth Preservation Strategies with Ed Slott, CPA
Retire Secure! - April 07, 2010 04:00 - 53 minutes ★★★★ - 32 ratingsIntroduction to Ed Slott, CPA, America’s IRA Expert Money-Saving Ideas for People Who are Still Working Putting Money Into a Non-Deductible IRA Ed’s Two Favorite Ways of Creating Wealth Using Life Insurance As a Wealth-Creator Recharacterizations Potential Disadvantages of Roth IRA Convers...
Episode 2 - Jim Lange’s Top Lessons for Planning a Secure Retirement with guest Ed Slott, CPA
Retire Secure! - March 25, 2009 04:00 - 54 minutes ★★★★ - 32 ratingsEpisode 2 of The Lange Money Hour and the first appearance of CPA Ed Slott, the man referred to by Mutual Funds Magazine as "America's IRA Expert". Listen to Jim and Ed discuss; Planning for your Retirement Savings – It’s What You Keep That Counts Leveraging IRAs into Life Insurance Removes U...
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