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CEO of Asset Management Resources Chris Boyd interviews Ed Slott, a CPA and the president of Ed Slott and Company, LLC, a financial consulting firm specializing in IRAs and retirement planning. The conversation begins with a review of the changes to...
CEO of Asset Management Resources Chris Boyd interviews Ed Slott, a CPA and the
president of Ed Slott and Company, LLC, a financial consulting firm specializing in IRAs
and retirement planning. The conversation begins with a review of the changes to
inherited IRAs under the Secure Act 2.0. Chris and Ed next discuss the likelihood of
higher federal tax rates and whether it is prudent to consider accelerating IRA
withdrawals now under the current tax rates. As the end of the year is fast approaching,
Chris and Ed discuss the best options for Roth IRA conversions and the use of Qualified
Charitable Distributions.
If you need help with financial planning issues don’t hesitate to reach out to Asset Management Resources at (866) 771-8901.
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