Heading H2
Heading H3
Heading H4
Heading H5
Heading H6

America's IRA expert Ed Slott joins the discussion to reveal key strategies for reducing taxes in retirement. He breaks down how IRAs and 401(k)s are essentially joint accounts with the IRS, explaining why tax-deferred savings can lead to higher tax liabilities down the road. Ed emphasizes the importance of shifting funds into tax-free accounts like Roth IRAs to protect retirement savings from future tax hikes. He also warns about common mistakes retirees make, including the risks of bad financial advice found online. Through real-life examples and expert insights, this conversation highlights why proactive tax planning is essential for financial freedom in retirement.

"Brad has been an incredible help in managing my retirement funds. He is extremely knowledgeable in all aspects of investing."

Norm E.
Apple podcast icon
Apple Podcast
Spotify icon
Spotify

Plan with Confidence, Retire with Peace of Mind

Your retirement deserves expert guidance. Let us help you build a secure, tax-efficient future with strategies tailored to your needs.