GUEST ED SLOTT: Fortifying Your Future Against Taxes

Navigate the choppy waters of retirement planning with Safe Money Radio as we join forces with Ed Slott, a titan in the realm of retirement tax strategies. Together, we tackle the daunting specter of market volatility and its potential ravaging effects on your 401k and 403b accounts.  You won't want to miss Ed's riveting personal anecdotes, which add a layer of depth to the expert advice on how to secure a stable financial future.

As the winds of change usher in new tax laws for 2024, we reminisce about our enlightening Springfield event before setting sail towards the horizons of proactive financial planning. This episode is your compass to mastering Roth conversions, an instrument crucial for steering clear of future tax liabilities and preserving the wealth you've charted a course for. Witness firsthand how a simple sabbatical maneuver allowed a teacher to let his investment burgeon tax-free, and understand why high-earners are now eyeing Roth conversions with newfound interest. Our dialogue serves as a blueprint to help you chart a course to tax-free prosperity.

Finally, we cast a spotlight on the evolution of annuities, shedding light on their reemergence as a respected vessel in retirement income planning. Brad shares a heartfelt narrative of how annuities anchored his own mother's financial security, providing her with a steady, tax-free income stream.

Send us a text