Episode 136 - Ed Slott helps IRA Owners Protect their Legacy

Retire Secure!

English - August 03, 2015 04:00 - 48 minutes - 22.2 MB - ★★★★ - 32 ratings
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Previous Episode: Episode 135 - Jonathan Clements: A Good Friend Writes Again

Next Episode: Episode 137 - World Class Investing with guest P.J. DiNuzzo, CPA, PFS®, AIF®, MBA, MSTx

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 and Employer-Sponsored Retirement Plans, The Five Step Action Plan to Defuse the Retirement Savings Time Bomb, Naming Trusts as IRA Beneficiaries

Guests

Ed Slott