The retirement tax landscape has fundamentally shifted, and what once served as powerful wealth-building tools have now become potential financial landmines. Discover why America's IRA expert Ed Slott calls traditional retirement accounts "the worst assets on Earth" and learn the strategic moves advisors need to make before it's too late. Join host Dave Alison as he sits down with Ed Slott, CPA and founder of Ed Slott and Company, to explore how the SECURE Act transformed retirement planning and why the strategies that worked for decades no longer apply. From understanding the true cost of "fake deductions" to leveraging historically low tax rates, you’ll learn how to protect your clients' retirement wealth and build exceptional value in your practice. Resources:<ul><li>Exclusive organization and membership for financial advisors: <a href="https://irahelp.com/about-ed-slotts-elite-ira-advisor-group/">Ed Slott and Company Elite IRA Advisor Group</a> </li><li>IRA training: <a href="https://irahelp.com/2-day/ira-workshop/">Ed Slott and Company’s 2-Day IRA Workshop</a></li></ul>Statistics:<ul><li><a href="https://www.irs.gov/publications/p590b#en_US_2024_publink100090130">Traditional IRAs now face a 10-year distribution window for most non-spouse beneficiaries under the SECURE Act</a></li><li><a href="https://taxfoundation.org/data/all/federal/2025-tax-brackets/?utm_source=chatgpt.com">Current tax rates represent historically low levels</a>, with the <a href="https://taxfoundation.org/data/all/federal/historical-income-tax-rates-brackets/?utm_source=chatgpt.com">24% bracket significantly lower than historical norms</a></li><li><a href="https://www.fidelity.com/learning-center/personal-finance/retirement/secure-act-inherited-iras">The SECURE Act eliminated the stretch IRA provision that previously allowed distributions over 30-70 years</a></li></ul>

Podurama

Home

Trending

Personal

Your Podcasts

New Episodes

My Files

Favourite Episodes

Tags (Folders)

Recently Played

Bookmarks

Followed Playlists

Defusing the Retirement Tax Time Bomb: IRA Strategies with Ed Slott

The Bucket Plan® On-Demand Series

AI Chapters

AI Insights

Reviews