Maximizing Your Tax-Free Wealth & Income For Retirement | Ed Slott
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Smart retirement planning is key to living well after you've stopped working.
Sadly many Americans find themselves falling behind.
According to the Federal Reserve’s “Economic Well-Being of U.S. Households” report, 65% of Americans either believe their retirement savings are off track or aren’t sure. For those who do have retirement accounts, the median savings balance stands at $87,000 -- far too little to retire on.
Today's guest is going to tell us how to increase your odds of not only being able to afford to retire, but doing so with ample excess to live your golden years the way you want.
Ed Slott, CPA, is a renowned IRA distribution expert, author, and professional speaker known as "America’s IRA Expert." He is the founder of Ed Slott and Company, creator of the Elite IRA Advisor Group, and a Professor of Practice at The American College of Financial Services. He focuses on advanced tax strategies for retirement savings.
#rothconversion #rothira #retirementplanning
0:00 Retirement Savings Crisis
2:53 #1 Mistake in Retirement Planning
3:46 Always Pay Taxes at the Lowest Rates
6:42 Why Roth IRAs Are Great For Tax-Free Wealth
9:36 The Real Risk of Doing Nothing
15:09 Widow's Penalty Explained
19:21 The Secret to Lifetime Tax Savings
32:43 Roth Conversions Explained
39:39 Creative Strategy: Gift Up the Family Tree
49:06 Using Annuities For Tax-Free Income In Retirement
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