Podcast Episodes featuring Ed Slott

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Tax Season Tips with Ed Slott

Jill on Money with Jill Schlesinger - March 14, 2019 07:01 - 32 minutes ★★★★★ - 886 ratings
With 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...

Jill on Money with Jill Schlesinger artwork

Tax Season Tips with Ed Slott

Jill on Money with Jill Schlesinger - March 14, 2019 07:01 - 32 minutes ★★★★★ - 886 ratings
With 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...

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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 ★★★★ - 23 ratings
Should 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 ...

Jill on Money with Jill Schlesinger artwork

Tax Prep Tips with Ed Slott

Jill on Money with Jill Schlesinger - March 16, 2017 07:01 - 36 minutes ★★★★★ - 886 ratings
With 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...

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Episode 166 - Ed Slott’s Retirement Decision Guide, 2016

Retire Secure! - March 11, 2016 05:00 - 47 minutes ★★★★ - 23 ratings
Episode 166 - Ed Slott’s Retirement Decision Guide, 2016

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Episode 152 - Retirement Decisions Guide 2015 with Ed Slott, CPA

Retire Secure! - December 10, 2015 05:00 - 48 minutes ★★★★ - 23 ratings
TOPICS 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

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Episode 136 - Ed Slott helps IRA Owners Protect their Legacy

Retire Secure! - August 03, 2015 04:00 - 48 minutes ★★★★ - 23 ratings
Episode 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...

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Episode 112 - Ed Slott, CPA, on the End of the Stretch IRA

Retire Secure! - January 16, 2015 05:00 - 50 minutes ★★★★ - 23 ratings
Ed 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...

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Should I Convert to a ROTH IRA? A Talk with Ed Slott

Retirement Answer Man - September 07, 2014 21:41 - 34 minutes
Taxes 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...

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Episode 90 - Year End IRA Review with Special Ed Slott, CPA

Retire Secure! - August 22, 2014 04:00 - 49 minutes ★★★★ - 23 ratings
Episode 90 - Year End IRA Review with Special Ed Slott, CPA

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Episode 65 - Ed Slott, CPA, America's Top IRA and Retirement Plan Expert

Retire Secure! - April 11, 2014 04:00 - 56 minutes ★★★★ - 23 ratings
TOPICS 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

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Episode 25 - Powerful Wealth Preservation Strategies with Ed Slott, CPA

Retire Secure! - April 07, 2010 04:00 - 53 minutes ★★★★ - 23 ratings
Introduction 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...

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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 ★★★★ - 23 ratings
Episode 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...