How 2024 Tax Law Changes Impact Your Retirement Savings - Ed Slott Interview

Ed Slott discusses the 2024 tax law changes and their impact on retirement savings, emphasizing the need for proactive tax planning over simple tax preparation. He highlights the advantages of Roth conversions, especially before 2026, when tax rates are expected to increase. The conversation also explores Secure Act 2.0, its impact on inherited IRAs, and the importance of tax-free income strategies such as Roth IRAs and annuities. Slott stresses that true financial security in retirement comes from keeping more of what you earn by minimizing taxes, making it essential to work with an advisor who understands long-term tax strategies.

🟥 SUBSCRIBE: https://shorturl.at/6Dn7t

🟦About
Hi, I’m Brad Pistole, a Retirement Income Certified Professional® (RICP®) and Certified Financial Fiduciary® (CFF®). My mission is to help individuals and families navigate the complexities of retirement planning with efficient, reliable strategies tailored to their unique financial goals.
With a heavy focus on income planning strategies, Social Security optimization, tax efficiency and estate planning, I will add extreme value to your retirement.

I work with clients not only in the Ozarks, but all across the country to create personalized retirement solutions that provide security and peace of mind.
Whether you're nearing retirement or already retired, I am committed to helping you protect and grow your assets while ensuring a steady, tax-efficient income for the future.
All content is not to be received as advice and each individual should consult with their dedicated financial planner, tax preparer, estate attorney, etc. before making any financial decisions.

#taxes #tax #retirement