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.