Artwork

Contenu fourni par InsurMark. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par InsurMark ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.
Player FM - Application Podcast
Mettez-vous hors ligne avec l'application Player FM !

Post-election IRA and tax planning strategies with Ed Slott (Ep. 78)

33:19
 
Partager
 

Manage episode 456128726 series 3282805
Contenu fourni par InsurMark. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par InsurMark ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.

What does the future hold for your financial planning strategies?

In this episode, Jack Martin sits down with Ed Slott, a renowned IRA expert, to discuss how advisors can transform their approaches to IRAs and tax planning in the face of changing legislation and economic trends. They dive deep into strategies for converting traditional IRAs into Roth IRAs to sidestep exorbitant tax bills, and discuss the often-overlooked advantages of life insurance for wealth transfer. Ed shares insights on the implications of post-election changes and provides a compelling case for why now is the time for advisors to take proactive steps. From prioritizing Roth conversions to understanding the powerful role of Qualified Charitable Distributions (QCDs), this episode is packed with actionable advice to help advisors guide their clients through uncertain times.

Ed discusses:

  • (01:51) The strategic benefits of Roth IRA conversions and why advisors should act now
  • (08:25) Why advisors should warn clients against timing the markets
  • (15:48) How Qualified Charitable Distributions (QCDs) can play a crucial role in tax planning
  • (21:14) The hidden potential of life insurance in estate planning
  • And more

Resources:

Connect With Ed Slott:

Connect with Jack Martin:

About Ed Slott:

Ed Slott is a nationally recognized IRA distribution expert, professional speaker, television personality, and best-selling author. He is known for his unparalleled ability to turn advanced tax strategies into understandable, actionable, and entertaining advice. He has been named “The Best Source for IRA Advice” by The Wall Street Journal, and USA Today wrote, “It would be tough to find anyone who knows more about IRAs than CPA Slott.”

As president and founder of Ed Slott and Company, LLC, the nation’s leading source of accurate, timely IRA expertise and analysis to financial advisors, institutions, consumers, and media, Ed provides advanced training to financial professionals to become knowledgeable, recognized leaders in the retirement marketplace; and answers to retirement savers’ most important questions, continually providing practical, easy-to-understand information on IRA, retirement, tax, and financial planning topics.

The post Post-election IRA and tax planning strategies with Ed Slott (Ep. 78) first appeared on Simplicity InsurMark.
  continue reading

79 episodes

Artwork
iconPartager
 
Manage episode 456128726 series 3282805
Contenu fourni par InsurMark. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par InsurMark ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.

What does the future hold for your financial planning strategies?

In this episode, Jack Martin sits down with Ed Slott, a renowned IRA expert, to discuss how advisors can transform their approaches to IRAs and tax planning in the face of changing legislation and economic trends. They dive deep into strategies for converting traditional IRAs into Roth IRAs to sidestep exorbitant tax bills, and discuss the often-overlooked advantages of life insurance for wealth transfer. Ed shares insights on the implications of post-election changes and provides a compelling case for why now is the time for advisors to take proactive steps. From prioritizing Roth conversions to understanding the powerful role of Qualified Charitable Distributions (QCDs), this episode is packed with actionable advice to help advisors guide their clients through uncertain times.

Ed discusses:

  • (01:51) The strategic benefits of Roth IRA conversions and why advisors should act now
  • (08:25) Why advisors should warn clients against timing the markets
  • (15:48) How Qualified Charitable Distributions (QCDs) can play a crucial role in tax planning
  • (21:14) The hidden potential of life insurance in estate planning
  • And more

Resources:

Connect With Ed Slott:

Connect with Jack Martin:

About Ed Slott:

Ed Slott is a nationally recognized IRA distribution expert, professional speaker, television personality, and best-selling author. He is known for his unparalleled ability to turn advanced tax strategies into understandable, actionable, and entertaining advice. He has been named “The Best Source for IRA Advice” by The Wall Street Journal, and USA Today wrote, “It would be tough to find anyone who knows more about IRAs than CPA Slott.”

As president and founder of Ed Slott and Company, LLC, the nation’s leading source of accurate, timely IRA expertise and analysis to financial advisors, institutions, consumers, and media, Ed provides advanced training to financial professionals to become knowledgeable, recognized leaders in the retirement marketplace; and answers to retirement savers’ most important questions, continually providing practical, easy-to-understand information on IRA, retirement, tax, and financial planning topics.

The post Post-election IRA and tax planning strategies with Ed Slott (Ep. 78) first appeared on Simplicity InsurMark.
  continue reading

79 episodes

Tous les épisodes

×
 
Loading …

Bienvenue sur Lecteur FM!

Lecteur FM recherche sur Internet des podcasts de haute qualité que vous pourrez apprécier dès maintenant. C'est la meilleure application de podcast et fonctionne sur Android, iPhone et le Web. Inscrivez-vous pour synchroniser les abonnements sur tous les appareils.

 

Guide de référence rapide